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Disclosery

AE Wealth Management LLC: VFH position timeline

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

AE Wealth Management LLC held 4,452 VFH 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 4,452 shares
    Change vs previous 13F -254 shares

    <0.01% of the 13F portfolio, value $585,723.

    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 4,706 shares
    Change vs previous 13F -44,643 shares

    <0.01% of the 13F portfolio, value $568,504.

    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 49,349 shares
    Change vs previous 13F +3,905 shares

    0.04% of the 13F portfolio, value $6,587,595.

    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 45,444 shares
    Change vs previous 13F -18,649 shares

    0.04% of the 13F portfolio, value $5,964,082.

    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 64,093 shares
    Change vs previous 13F +4,484 shares

    0.06% of the 13F portfolio, value $8,159,026.

    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 59,609 shares
    Change vs previous 13F +3,533 shares

    0.06% of the 13F portfolio, value $7,121,489.

    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 56,076 shares
    Change vs previous 13F -3,134 shares

    0.06% of the 13F portfolio, value $6,620,920.

    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 59,210 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,507,754.

    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).