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Disclosery

AE Wealth Management LLC: UNOV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on UNOV, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 42,831 UNOV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,831 shares
    Change vs previous 13F -1,224 shares

    0.01% of the 13F portfolio, value $1,720,093.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 44,055 shares
    Change vs previous 13F -715 shares

    0.01% of the 13F portfolio, value $1,641,917.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 44,770 shares
    Change vs previous 13F +22,607 shares

    0.01% of the 13F portfolio, value $1,703,749.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,163 shares
    Change vs previous 13F -211 shares

    0.01% of the 13F portfolio, value $830,448.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,374 shares
    Change vs previous 13F -1,688 shares

    0.01% of the 13F portfolio, value $807,563.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,062 shares
    Change vs previous 13F +149 shares

    0.01% of the 13F portfolio, value $816,905.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,913 shares
    Change vs previous 13F +2,427 shares

    0.01% of the 13F portfolio, value $827,868.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,486 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $728,161.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).