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Disclosery

AE Wealth Management LLC: VOO position timeline

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

AE Wealth Management LLC held 332,032 VOO 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 332,032 shares
    Change vs previous 13F +14,838 shares

    1.06% of the 13F portfolio, value $228,042,189.

    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 317,194 shares
    Change vs previous 13F -21,086 shares

    1.02% of the 13F portfolio, value $189,539,192.

    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 338,280 shares
    Change vs previous 13F +6,423 shares

    1.22% of the 13F portfolio, value $212,147,326.

    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 331,857 shares
    Change vs previous 13F +4,427 shares

    1.3% of the 13F portfolio, value $203,222,390.

    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 327,430 shares
    Change vs previous 13F -28,105 shares

    1.36% of the 13F portfolio, value $185,989,752.

    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 355,535 shares
    Change vs previous 13F -7,529 shares

    1.54% of the 13F portfolio, value $182,712,755.

    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 363,064 shares
    Change vs previous 13F -13,399 shares

    1.66% of the 13F portfolio, value $195,622,754.

    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 376,463 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $198,648,139.

    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).