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Disclosery

AE Wealth Management LLC: XLV position timeline

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

AE Wealth Management LLC held 26,330 XLV 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 26,330 shares
    Change vs previous 13F +10,941 shares

    0.02% of the 13F portfolio, value $4,177,447.

    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 15,389 shares
    Change vs previous 13F -3,217 shares

    0.01% of the 13F portfolio, value $2,256,351.

    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 18,606 shares
    Change vs previous 13F +6,438 shares

    0.02% of the 13F portfolio, value $2,880,202.

    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 12,168 shares
    Change vs previous 13F -2,893 shares

    0.01% of the 13F portfolio, value $1,693,473.

    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 15,061 shares
    Change vs previous 13F -1,903 shares

    0.01% of the 13F portfolio, value $2,030,035.

    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 16,964 shares
    Change vs previous 13F +3,118 shares

    0.02% of the 13F portfolio, value $2,476,809.

    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 13,846 shares
    Change vs previous 13F +2,045 shares

    0.02% of the 13F portfolio, value $1,904,756.

    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 11,801 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,817,576.

    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).