Skip to content
Disclosery

AE Wealth Management LLC: VRT position timeline

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

AE Wealth Management LLC held 8,626 VRT 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 8,626 shares
    Change vs previous 13F +1,166 shares

    0.01% of the 13F portfolio, value $2,888,374.

    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 7,460 shares
    Change vs previous 13F -1,423 shares

    0.01% of the 13F portfolio, value $1,869,256.

    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 8,883 shares
    Change vs previous 13F -2,367 shares

    0.01% of the 13F portfolio, value $1,439,056.

    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 11,250 shares
    Change vs previous 13F +719 shares

    0.01% of the 13F portfolio, value $1,697,127.

    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 10,531 shares
    Change vs previous 13F +452 shares

    0.01% of the 13F portfolio, value $1,352,284.

    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 10,079 shares
    Change vs previous 13F +8,214 shares

    0.01% of the 13F portfolio, value $727,670.

    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 1,865 shares
    Change vs previous 13F -709 shares

    <0.01% of the 13F portfolio, value $211,902.

    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 2,574 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $256,094.

    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).