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Disclosery

AE Wealth Management LLC: VONG position timeline

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

AE Wealth Management LLC held 6,532 VONG 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 6,532 shares
    Change vs previous 13F +229 shares

    <0.01% of the 13F portfolio, value $834,756.

    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 6,303 shares
    Change vs previous 13F +1,593 shares

    <0.01% of the 13F portfolio, value $691,329.

    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 4,710 shares
    Change vs previous 13F -14,088 shares

    <0.01% of the 13F portfolio, value $573,453.

    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 18,798 shares
    Change vs previous 13F +3,978 shares

    0.01% of the 13F portfolio, value $2,265,198.

    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 14,820 shares
    Change vs previous 13F -7,436 shares

    0.01% of the 13F portfolio, value $1,618,373.

    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 22,256 shares
    Change vs previous 13F -20,114 shares

    0.02% of the 13F portfolio, value $2,065,117.

    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 42,370 shares
    Change vs previous 13F -322 shares

    0.04% of the 13F portfolio, value $4,376,861.

    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 42,692 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,120,650.

    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).