AE Wealth Management LLC DYAI DYADIC INTL INC DEL

Ownership history in AE Wealth Management LLC  ·  13 quarters on record

AI Ownership Summary

AE Wealth Management LLC reported DYADIC INTL INC DEL (DYAI) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows DYAI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DYAI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AE Wealth Management LLC's position in DYADIC INTL INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DYAI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AE Wealth Management LLC held DYAI — position size vs. price
% of Fund (quarterly)    DYAI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 53,756 0% 0.00% $48K 2026-08-03 $1.06
2026 Q1 UNCHANGED 53,756 0% 0.00% $44K 2026-05-13 $0.71
2025 Q4 UNCHANGED 53,756 0% 0.00% $51K 2026-01-26 $0.88
2025 Q3 UNCHANGED 53,756 0% 0.00% $63K 2025-11-03 $1.08
2025 Q2 UNCHANGED 53,756 0% 0.00% $53K 2025-08-06 $0.99
2025 Q1 ADDED 53,756 +4,575 +9.3% 0.00% $73K 2025-05-06 $1.12
2024 Q4 ADDED 49,181 +30,081 +157.5% 0.00% $86K 2025-02-13 $1.69
2024 Q3 UNCHANGED 19,100 0% 0.00% $20K 2024-11-14 $1.14
2024 Q2 UNCHANGED 19,100 0% 0.00% $28K 2024-08-12 $1.30
2024 Q1 ADDED 19,100 +3,144 +19.7% 0.00% $32K 2024-05-15 $1.57
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About AE Wealth Management LLC and DYAI

These are the practical questions this page is built to answer before you even open the full history table.

How long has AE Wealth Management LLC reported owning DYAI?

AE Wealth Management LLC reported DYAI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DYAI position in AE Wealth Management LLC's portfolio?

The largest reported portfolio weight for DYAI was 0.00% in 2024 Q4.

What is the latest reported DYAI position on this page?

The most recent filing on this page is 2026 Q2, when AE Wealth Management LLC reported 53,756 shares, equal to 0.00% of portfolio, with an estimated market value of $48K.

What does the chart on this DYAI ownership page compare?

The chart compares AE Wealth Management LLC's quarterly DYAI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AE Wealth Management LLC time their DYAI position?

Based on 13F filing dates vs. subsequent DYAI price moves, AE Wealth Management LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on DYAI relative to SPY over the holding period was -32.5%.

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