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Disclosery

AE Wealth Management LLC: WDIV position timeline

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

AE Wealth Management LLC held 246,742 WDIV 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 246,742 shares
    Change vs previous 13F -8,083 shares

    0.09% of the 13F portfolio, value $19,716,667.

    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 254,825 shares
    Change vs previous 13F -89,930 shares

    0.11% of the 13F portfolio, value $19,660,310.

    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 344,755 shares
    Change vs previous 13F +7,933 shares

    0.15% of the 13F portfolio, value $26,010,459.

    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 336,822 shares
    Change vs previous 13F +13,920 shares

    0.16% of the 13F portfolio, value $24,485,389.

    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 322,902 shares
    Change vs previous 13F -9,499 shares

    0.17% of the 13F portfolio, value $22,778,430.

    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 332,401 shares
    Change vs previous 13F -6,326 shares

    0.18% of the 13F portfolio, value $21,642,527.

    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 338,727 shares
    Change vs previous 13F +5,445 shares

    0.18% of the 13F portfolio, value $21,030,889.

    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 333,282 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $22,223,534.

    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).