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AE Wealth Management LLC: VBR position timeline

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

AE Wealth Management LLC held 48,902 VBR 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 48,902 shares
    Change vs previous 13F +1,867 shares

    0.06% of the 13F portfolio, value $11,882,721.

    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 47,035 shares
    Change vs previous 13F +1,085 shares

    0.06% of the 13F portfolio, value $10,218,474.

    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 45,950 shares
    Change vs previous 13F +2,141 shares

    0.06% of the 13F portfolio, value $9,731,724.

    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 43,809 shares
    Change vs previous 13F +3,057 shares

    0.06% of the 13F portfolio, value $9,143,277.

    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 40,752 shares
    Change vs previous 13F +2,432 shares

    0.06% of the 13F portfolio, value $7,947,006.

    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 38,320 shares
    Change vs previous 13F +1,253 shares

    0.06% of the 13F portfolio, value $7,138,691.

    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 37,067 shares
    Change vs previous 13F +2,123 shares

    0.06% of the 13F portfolio, value $7,345,875.

    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 34,944 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,016,097.

    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).