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AE Wealth Management LLC: V position timeline

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

AE Wealth Management LLC held 330,772 V 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 330,772 shares
    Change vs previous 13F +28,720 shares

    0.53% of the 13F portfolio, value $113,485,408.

    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 302,052 shares
    Change vs previous 13F +19,709 shares

    0.49% of the 13F portfolio, value $91,291,608.

    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 282,343 shares
    Change vs previous 13F +34,624 shares

    0.57% of the 13F portfolio, value $99,021,099.

    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 247,719 shares
    Change vs previous 13F +24,466 shares

    0.54% of the 13F portfolio, value $84,565,854.

    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 223,253 shares
    Change vs previous 13F +44,317 shares

    0.58% of the 13F portfolio, value $79,266,658.

    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 178,936 shares
    Change vs previous 13F -1,535 shares

    0.53% of the 13F portfolio, value $62,709,660.

    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 180,471 shares
    Change vs previous 13F +5,017 shares

    0.48% of the 13F portfolio, value $57,036,970.

    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 175,454 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $48,241,023.

    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).