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Disclosery

AE Wealth Management LLC: USMV position timeline

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

AE Wealth Management LLC held 38,892 USMV 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 38,892 shares
    Change vs previous 13F +2,146 shares

    0.02% of the 13F portfolio, value $3,751,553.

    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 36,746 shares
    Change vs previous 13F -74,256 shares

    0.02% of the 13F portfolio, value $3,407,922.

    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 111,002 shares
    Change vs previous 13F +39,788 shares

    0.06% of the 13F portfolio, value $10,451,764.

    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 71,214 shares
    Change vs previous 13F +7,641 shares

    0.04% of the 13F portfolio, value $6,775,179.

    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 63,573 shares
    Change vs previous 13F -66,989 shares

    0.04% of the 13F portfolio, value $5,967,572.

    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 130,562 shares
    Change vs previous 13F +57,666 shares

    0.1% of the 13F portfolio, value $12,228,414.

    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 72,896 shares
    Change vs previous 13F +8,887 shares

    0.05% of the 13F portfolio, value $6,472,472.

    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 64,009 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,844,614.

    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).