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Disclosery

AE Wealth Management LLC: VGT position timeline

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

AE Wealth Management LLC held 114,957 VGT 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 114,957 shares
    Change vs previous 13F +100,920 shares

    0.06% of the 13F portfolio, value $13,739,733.

    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 14,037 shares
    Change vs previous 13F +1,252 shares

    0.05% of the 13F portfolio, value $9,793,985.

    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 12,785 shares
    Change vs previous 13F +3,002 shares

    0.06% of the 13F portfolio, value $9,637,846.

    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 9,783 shares
    Change vs previous 13F +87 shares

    0.05% of the 13F portfolio, value $7,304,284.

    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 9,696 shares
    Change vs previous 13F -284 shares

    0.05% of the 13F portfolio, value $6,430,605.

    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 9,980 shares
    Change vs previous 13F +805 shares

    0.05% of the 13F portfolio, value $5,413,097.

    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 9,175 shares
    Change vs previous 13F +396 shares

    0.05% of the 13F portfolio, value $5,705,291.

    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 8,779 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,148,970.

    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).