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AE Wealth Management LLC: VB position timeline

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

AE Wealth Management LLC held 17,293 VB 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 17,293 shares
    Change vs previous 13F +943 shares

    0.02% of the 13F portfolio, value $5,241,856.

    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 16,350 shares
    Change vs previous 13F +762 shares

    0.02% of the 13F portfolio, value $4,282,439.

    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 15,588 shares
    Change vs previous 13F +2,318 shares

    0.02% of the 13F portfolio, value $4,020,815.

    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 13,270 shares
    Change vs previous 13F +790 shares

    0.02% of the 13F portfolio, value $3,374,062.

    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 12,480 shares
    Change vs previous 13F +1,435 shares

    0.02% of the 13F portfolio, value $2,957,397.

    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 11,045 shares
    Change vs previous 13F -4,811 shares

    0.02% of the 13F portfolio, value $2,449,166.

    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 15,856 shares
    Change vs previous 13F -11,317 shares

    0.03% of the 13F portfolio, value $3,810,079.

    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 27,173 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,445,919.

    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).