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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

  1. period ended2026-06-30
    13F 271,691 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 244,977 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 230,609 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 208,552 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 190,551 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 179,702 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 191,176 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 200,613 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).