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Disclosery

AE Wealth Management LLC: VHT position timeline

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

AE Wealth Management LLC held 3,853 VHT 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 3,853 shares
    Change vs previous 13F +786 shares

    0.01% of the 13F portfolio, value $1,152,050.

    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 3,067 shares
    Change vs previous 13F +1,467 shares

    <0.01% of the 13F portfolio, value $835,297.

    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 1,600 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $460,782.

    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 1,586 shares
    Change vs previous 13F -174 shares

    <0.01% of the 13F portfolio, value $411,932.

    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 1,760 shares
    Change vs previous 13F -759 shares

    <0.01% of the 13F portfolio, value $437,041.

    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 2,519 shares
    Change vs previous 13F +783 shares

    0.01% of the 13F portfolio, value $666,799.

    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 1,736 shares
    Change vs previous 13F -255 shares

    <0.01% of the 13F portfolio, value $440,320.

    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 1,991 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $561,900.

    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).