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Disclosery

AE Wealth Management LLC: VOD position timeline

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

AE Wealth Management LLC held 10,879 VOD 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 10,879 shares
    Change vs previous 13F -1,944 shares

    <0.01% of the 13F portfolio, value $143,872.

    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 12,823 shares
    Change vs previous 13F -2,650 shares

    <0.01% of the 13F portfolio, value $192,601.

    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 15,473 shares
    Change vs previous 13F -211 shares

    <0.01% of the 13F portfolio, value $204,392.

    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 15,684 shares
    Change vs previous 13F -983 shares

    <0.01% of the 13F portfolio, value $181,933.

    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 16,667 shares
    Change vs previous 13F -174 shares

    <0.01% of the 13F portfolio, value $177,672.

    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 16,841 shares
    Change vs previous 13F +1,792 shares

    <0.01% of the 13F portfolio, value $157,800.

    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 15,049 shares
    Change vs previous 13F +3,418 shares

    <0.01% of the 13F portfolio, value $127,769.

    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 11,631 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $116,546.

    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).