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Disclosery

AE Wealth Management LLC: VMBS position timeline

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

AE Wealth Management LLC held 57,018 VMBS 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 57,018 shares
    Change vs previous 13F -828 shares

    0.01% of the 13F portfolio, value $2,669,012.

    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 57,846 shares
    Change vs previous 13F +1,337 shares

    0.01% of the 13F portfolio, value $2,715,894.

    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 56,509 shares
    Change vs previous 13F +13,840 shares

    0.02% of the 13F portfolio, value $2,660,473.

    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 42,669 shares
    Change vs previous 13F +2,969 shares

    0.01% of the 13F portfolio, value $2,003,729.

    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 39,700 shares
    Change vs previous 13F -855,280 shares

    0.01% of the 13F portfolio, value $1,839,695.

    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 894,980 shares
    Change vs previous 13F -56,478 shares

    0.35% of the 13F portfolio, value $41,446,517.

    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 951,458 shares
    Change vs previous 13F +22,402 shares

    0.37% of the 13F portfolio, value $43,139,084.

    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 929,056 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $43,860,720.

    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).