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Disclosery

AE Wealth Management LLC: VBK position timeline

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

AE Wealth Management LLC held 5,790 VBK 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 5,790 shares
    Change vs previous 13F +145 shares

    0.01% of the 13F portfolio, value $2,117,594.

    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 5,645 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $1,706,224.

    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 5,545 shares
    Change vs previous 13F -166 shares

    0.01% of the 13F portfolio, value $1,675,056.

    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 5,711 shares
    Change vs previous 13F -40 shares

    0.01% of the 13F portfolio, value $1,699,805.

    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 5,751 shares
    Change vs previous 13F +579 shares

    0.01% of the 13F portfolio, value $1,592,638.

    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 5,172 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $1,302,193.

    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 5,151 shares
    Change vs previous 13F +322 shares

    0.01% of the 13F portfolio, value $1,442,635.

    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 4,829 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,291,154.

    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).