Skip to content
Disclosery

AE Wealth Management LLC: VIG position timeline

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

AE Wealth Management LLC held 43,668 VIG 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 43,668 shares
    Change vs previous 13F +2,271 shares

    0.05% of the 13F portfolio, value $10,333,044.

    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 41,397 shares
    Change vs previous 13F -11,815 shares

    0.05% of the 13F portfolio, value $8,902,920.

    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 53,212 shares
    Change vs previous 13F +8,875 shares

    0.07% of the 13F portfolio, value $11,695,150.

    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 44,337 shares
    Change vs previous 13F +1,954 shares

    0.06% of the 13F portfolio, value $9,567,611.

    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 42,383 shares
    Change vs previous 13F +2,832 shares

    0.06% of the 13F portfolio, value $8,674,582.

    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 39,551 shares
    Change vs previous 13F +3,921 shares

    0.06% of the 13F portfolio, value $7,672,639.

    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 35,630 shares
    Change vs previous 13F -3,929 shares

    0.06% of the 13F portfolio, value $6,977,520.

    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 39,559 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,835,059.

    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).