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Disclosery

AE Wealth Management LLC: VST position timeline

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

AE Wealth Management LLC held 34,068 VST 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 34,068 shares
    Change vs previous 13F +1,873 shares

    0.03% of the 13F portfolio, value $5,404,437.

    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 32,195 shares
    Change vs previous 13F +4,901 shares

    0.03% of the 13F portfolio, value $4,839,999.

    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 27,294 shares
    Change vs previous 13F -60,150 shares

    0.03% of the 13F portfolio, value $4,403,540.

    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 87,444 shares
    Change vs previous 13F -29,584 shares

    0.11% of the 13F portfolio, value $17,132,020.

    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 117,028 shares
    Change vs previous 13F +1,079 shares

    0.17% of the 13F portfolio, value $22,681,157.

    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 115,949 shares
    Change vs previous 13F +4,710 shares

    0.11% of the 13F portfolio, value $13,617,148.

    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 111,239 shares
    Change vs previous 13F +516 shares

    0.13% of the 13F portfolio, value $15,336,622.

    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 110,723 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $13,125,113.

    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).