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Disclosery

AE Wealth Management LLC: VOE position timeline

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

AE Wealth Management LLC held 48,269 VOE 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 48,269 shares
    Change vs previous 13F +3,038 shares

    0.04% of the 13F portfolio, value $9,538,261.

    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 45,231 shares
    Change vs previous 13F -388 shares

    0.05% of the 13F portfolio, value $8,334,950.

    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 45,619 shares
    Change vs previous 13F +3,345 shares

    0.05% of the 13F portfolio, value $8,091,452.

    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 42,274 shares
    Change vs previous 13F +4,144 shares

    0.05% of the 13F portfolio, value $7,380,127.

    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 38,130 shares
    Change vs previous 13F -453 shares

    0.05% of the 13F portfolio, value $6,270,916.

    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 38,583 shares
    Change vs previous 13F -9,581 shares

    0.05% of the 13F portfolio, value $6,194,181.

    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 48,164 shares
    Change vs previous 13F -2,643 shares

    0.07% of the 13F portfolio, value $7,791,411.

    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 50,807 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,518,835.

    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).