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Disclosery

AE Wealth Management LLC: WTV position timeline

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

AE Wealth Management LLC held 84,700 WTV 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 84,700 shares
    Change vs previous 13F +4,310 shares

    0.04% of the 13F portfolio, value $8,615,688.

    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 80,390 shares
    Change vs previous 13F -12,886 shares

    0.04% of the 13F portfolio, value $7,615,346.

    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 93,276 shares
    Change vs previous 13F +4,777 shares

    0.05% of the 13F portfolio, value $8,702,674.

    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 88,499 shares
    Change vs previous 13F +3,717 shares

    0.05% of the 13F portfolio, value $8,054,310.

    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 84,782 shares
    Change vs previous 13F +2,976 shares

    0.05% of the 13F portfolio, value $7,325,125.

    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 81,806 shares
    Change vs previous 13F +4,016 shares

    0.06% of the 13F portfolio, value $6,722,033.

    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 77,790 shares
    Change vs previous 13F +6,351 shares

    0.06% of the 13F portfolio, value $6,501,695.

    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 71,439 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,715,482.

    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).