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AE Wealth Management LLC: XFIV position timeline

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

AE Wealth Management LLC held 416,674 XFIV 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 416,674 shares
    Change vs previous 13F +281 shares

    0.09% of the 13F portfolio, value $20,283,758.

    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 416,393 shares
    Change vs previous 13F +75,708 shares

    0.11% of the 13F portfolio, value $20,469,952.

    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 340,685 shares
    Change vs previous 13F +29,644 shares

    0.1% of the 13F portfolio, value $16,856,658.

    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 311,041 shares
    Change vs previous 13F +103,606 shares

    0.1% of the 13F portfolio, value $15,405,895.

    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 207,435 shares
    Change vs previous 13F +44,896 shares

    0.07% of the 13F portfolio, value $10,236,851.

    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 162,539 shares
    Change vs previous 13F +58,561 shares

    0.07% of the 13F portfolio, value $7,977,395.

    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 103,978 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,987,824.

    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).