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Disclosery

AE Wealth Management LLC: XEVGX position timeline

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

AE Wealth Management LLC held 120,530 XEVGX 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 120,530 shares
    Change vs previous 13F +14,066 shares

    0.01% of the 13F portfolio, value $1,299,316.

    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 106,464 shares
    Change vs previous 13F +14,177 shares

    0.01% of the 13F portfolio, value $1,138,098.

    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 92,287 shares
    Change vs previous 13F +1,926 shares

    0.01% of the 13F portfolio, value $1,007,774.

    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 90,361 shares
    Change vs previous 13F +246 shares

    0.01% of the 13F portfolio, value $1,022,886.

    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 90,115 shares
    Change vs previous 13F +6,771 shares

    0.01% of the 13F portfolio, value $993,968.

    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 83,344 shares
    Change vs previous 13F +540 shares

    0.01% of the 13F portfolio, value $915,113.

    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 82,804 shares
    Change vs previous 13F +21,876 shares

    0.01% of the 13F portfolio, value $904,217.

    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 60,928 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $681,173.

    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).