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AE Wealth Management LLC: VO position timeline

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

AE Wealth Management LLC held 73,855 VO 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 73,855 shares
    Change vs previous 13F +56,402 shares

    0.03% of the 13F portfolio, value $5,950,369.

    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 17,453 shares
    Change vs previous 13F -893 shares

    0.03% of the 13F portfolio, value $5,012,360.

    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 18,346 shares
    Change vs previous 13F +5,128 shares

    0.03% of the 13F portfolio, value $5,324,685.

    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 13,218 shares
    Change vs previous 13F +2,661 shares

    0.02% of the 13F portfolio, value $3,882,606.

    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 10,557 shares
    Change vs previous 13F -5,163 shares

    0.02% of the 13F portfolio, value $2,954,246.

    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 15,720 shares
    Change vs previous 13F +1,453 shares

    0.03% of the 13F portfolio, value $4,065,503.

    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 14,267 shares
    Change vs previous 13F -17,345 shares

    0.03% of the 13F portfolio, value $3,768,292.

    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 31,612 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,340,061.

    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).