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Disclosery

AE Wealth Management LLC: VCR position timeline

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

AE Wealth Management LLC held 3,076 VCR 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 3,076 shares
    Change vs previous 13F -495 shares

    0.01% of the 13F portfolio, value $1,219,797.

    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 3,571 shares
    Change vs previous 13F -8,258 shares

    0.01% of the 13F portfolio, value $1,282,013.

    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 11,829 shares
    Change vs previous 13F +2,100 shares

    0.03% of the 13F portfolio, value $4,659,642.

    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 9,729 shares
    Change vs previous 13F -5,750 shares

    0.02% of the 13F portfolio, value $3,853,834.

    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 15,479 shares
    Change vs previous 13F +1,628 shares

    0.04% of the 13F portfolio, value $5,608,484.

    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 13,851 shares
    Change vs previous 13F +712 shares

    0.04% of the 13F portfolio, value $4,508,510.

    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 13,139 shares
    Change vs previous 13F -1,887 shares

    0.04% of the 13F portfolio, value $4,932,177.

    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 15,026 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,116,201.

    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).