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AE Wealth Management LLC: VNLA position timeline

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

AE Wealth Management LLC held 8,870,794 VNLA 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 8,870,794 shares
    Change vs previous 13F +956,351 shares

    2.02% of the 13F portfolio, value $433,471,417.

    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 7,914,443 shares
    Change vs previous 13F +431,745 shares

    2.09% of the 13F portfolio, value $386,699,736.

    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 7,482,698 shares
    Change vs previous 13F +360,210 shares

    2.11% of the 13F portfolio, value $367,699,686.

    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 7,122,488 shares
    Change vs previous 13F +312,110 shares

    2.24% of the 13F portfolio, value $351,067,457.

    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 6,810,378 shares
    Change vs previous 13F +911,703 shares

    2.45% of the 13F portfolio, value $335,070,703.

    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 5,898,675 shares
    Change vs previous 13F +964,373 shares

    2.44% of the 13F portfolio, value $289,919,748.

    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 4,934,302 shares
    Change vs previous 13F +529,877 shares

    2.05% of the 13F portfolio, value $241,336,770.

    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 4,404,425 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $215,992,950.

    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).