AE Wealth Management LLC: VEA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on VEA, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 271,691 VEA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 271,691 sharesChange vs previous 13F +26,714 shares
0.09% of the 13F portfolio, value $19,358,002.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 244,977 sharesChange vs previous 13F +14,368 shares
0.08% of the 13F portfolio, value $15,698,156.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 230,609 sharesChange vs previous 13F +22,057 shares
0.08% of the 13F portfolio, value $14,406,151.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 208,552 sharesChange vs previous 13F +18,001 shares
0.08% of the 13F portfolio, value $12,496,375.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 190,551 sharesChange vs previous 13F +10,849 shares
0.08% of the 13F portfolio, value $10,863,254.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 179,702 sharesChange vs previous 13F -11,474 shares
0.08% of the 13F portfolio, value $9,134,216.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 191,176 sharesChange vs previous 13F -9,437 shares
0.08% of the 13F portfolio, value $9,142,034.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 200,613 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $10,594,323.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).