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Disclosery

AE Wealth Management LLC: VFLO position timeline

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

AE Wealth Management LLC held 60,546 VFLO 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 60,546 shares
    Change vs previous 13F +5,571 shares

    0.01% of the 13F portfolio, value $2,769,968.

    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 54,975 shares
    Change vs previous 13F +8,276 shares

    0.01% of the 13F portfolio, value $2,170,414.

    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 46,699 shares
    Change vs previous 13F -435 shares

    0.01% of the 13F portfolio, value $1,839,018.

    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 47,134 shares
    Change vs previous 13F +366 shares

    0.01% of the 13F portfolio, value $1,767,532.

    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 46,768 shares
    Change vs previous 13F +2,232 shares

    0.01% of the 13F portfolio, value $1,653,250.

    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 44,536 shares
    Change vs previous 13F +3,587 shares

    0.01% of the 13F portfolio, value $1,526,698.

    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 40,949 shares
    Change vs previous 13F +15,115 shares

    0.01% of the 13F portfolio, value $1,395,954.

    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 25,834 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $860,272.

    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).