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AE Wealth Management LLC: VGLT position timeline

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

AE Wealth Management LLC held 233,894 VGLT 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 233,894 shares
    Change vs previous 13F -13,818 shares

    0.06% of the 13F portfolio, value $12,906,257.

    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 247,712 shares
    Change vs previous 13F -293 shares

    0.07% of the 13F portfolio, value $13,712,129.

    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 248,005 shares
    Change vs previous 13F +12,927 shares

    0.08% of the 13F portfolio, value $13,838,698.

    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 235,078 shares
    Change vs previous 13F +14,780 shares

    0.09% of the 13F portfolio, value $13,366,556.

    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 220,298 shares
    Change vs previous 13F -185,784 shares

    0.09% of the 13F portfolio, value $12,363,076.

    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 406,082 shares
    Change vs previous 13F -1,501 shares

    0.2% of the 13F portfolio, value $23,394,378.

    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 407,583 shares
    Change vs previous 13F +13,775 shares

    0.19% of the 13F portfolio, value $22,559,715.

    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 393,808 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $24,234,930.

    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).