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Disclosery

AE Wealth Management LLC: VLUE position timeline

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

AE Wealth Management LLC held 2,105 VLUE 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 2,105 shares
    Change vs previous 13F +680 shares

    <0.01% of the 13F portfolio, value $420,739.

    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 1,425 shares
    Change vs previous 13F -66 shares

    <0.01% of the 13F portfolio, value $202,700.

    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 1,491 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $203,935.

    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 1,475 shares
    Change vs previous 13F -677 shares

    <0.01% of the 13F portfolio, value $184,510.

    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 2,152 shares
    Change vs previous 13F -539 shares

    <0.01% of the 13F portfolio, value $243,655.

    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 2,691 shares
    Change vs previous 13F -201 shares

    <0.01% of the 13F portfolio, value $286,965.

    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 2,892 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $305,391.

    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 2,952 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $321,893.

    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).