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AE Wealth Management LLC: VTIP position timeline

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

AE Wealth Management LLC held 514,454 VTIP 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 514,454 shares
    Change vs previous 13F +94,300 shares

    0.12% of the 13F portfolio, value $25,840,995.

    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 420,154 shares
    Change vs previous 13F +406,992 shares

    0.11% of the 13F portfolio, value $20,986,660.

    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 13,162 shares
    Change vs previous 13F +482 shares

    <0.01% of the 13F portfolio, value $650,979.

    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 12,680 shares
    Change vs previous 13F +2,690 shares

    <0.01% of the 13F portfolio, value $642,001.

    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 9,990 shares
    Change vs previous 13F -1,778 shares

    <0.01% of the 13F portfolio, value $502,205.

    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 11,768 shares
    Change vs previous 13F +1,909 shares

    <0.01% of the 13F portfolio, value $587,230.

    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 9,859 shares
    Change vs previous 13F -45,314 shares

    <0.01% of the 13F portfolio, value $477,399.

    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 55,173 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,720,592.

    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).