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AE Wealth Management LLC: VGK position timeline

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

AE Wealth Management LLC held 2,397 VGK 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 2,397 shares
    Change vs previous 13F +641 shares

    <0.01% of the 13F portfolio, value $212,281.

    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 1,756 shares
    Change vs previous 13F +549 shares

    <0.01% of the 13F portfolio, value $144,823.

    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 1,207 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $100,976.

    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 1,279 shares
    Change vs previous 13F +177 shares

    <0.01% of the 13F portfolio, value $102,104.

    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 1,102 shares
    Change vs previous 13F +228 shares

    <0.01% of the 13F portfolio, value $85,422.

    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 874 shares
    Change vs previous 13F -16,028 shares

    <0.01% of the 13F portfolio, value $61,354.

    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 16,902 shares
    Change vs previous 13F -6,611 shares

    0.01% of the 13F portfolio, value $1,072,749.

    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 23,513 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,671,746.

    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).