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Disclosery

AE Wealth Management LLC: XSVN position timeline

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

AE Wealth Management LLC held 445,622 XSVN 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 445,622 shares
    Change vs previous 13F -69,693 shares

    0.1% of the 13F portfolio, value $21,064,660.

    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 515,315 shares
    Change vs previous 13F +138,549 shares

    0.13% of the 13F portfolio, value $24,590,893.

    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 376,766 shares
    Change vs previous 13F +122,232 shares

    0.1% of the 13F portfolio, value $18,101,397.

    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 254,534 shares
    Change vs previous 13F +109,925 shares

    0.08% of the 13F portfolio, value $12,265,301.

    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 144,609 shares
    Change vs previous 13F +23,719 shares

    0.05% of the 13F portfolio, value $6,923,921.

    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 120,890 shares
    Change vs previous 13F +27,519 shares

    0.05% of the 13F portfolio, value $5,772,482.

    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 93,371 shares
    Change vs previous 13F +79,518 shares

    0.04% of the 13F portfolio, value $4,319,342.

    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 13,853 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $679,623.

    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).