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AE Wealth Management LLC: VNQ position timeline

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

AE Wealth Management LLC held 50,870 VNQ 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 50,870 shares
    Change vs previous 13F +32,205 shares

    0.02% of the 13F portfolio, value $4,905,353.

    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 18,665 shares
    Change vs previous 13F -4,896 shares

    0.01% of the 13F portfolio, value $1,655,586.

    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 23,561 shares
    Change vs previous 13F +311 shares

    0.01% of the 13F portfolio, value $2,084,883.

    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 23,250 shares
    Change vs previous 13F +1,829 shares

    0.01% of the 13F portfolio, value $2,125,555.

    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 21,421 shares
    Change vs previous 13F -1,026 shares

    0.01% of the 13F portfolio, value $1,907,754.

    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 22,447 shares
    Change vs previous 13F +438 shares

    0.02% of the 13F portfolio, value $2,032,328.

    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 22,009 shares
    Change vs previous 13F -9,505 shares

    0.02% of the 13F portfolio, value $1,960,599.

    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 31,514 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,070,134.

    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).