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Disclosery

AE Wealth Management LLC: VUSB position timeline

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

AE Wealth Management LLC held 271,284 VUSB 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 271,284 shares
    Change vs previous 13F -34,010 shares

    0.06% of the 13F portfolio, value $13,504,493.

    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 305,294 shares
    Change vs previous 13F +119,572 shares

    0.08% of the 13F portfolio, value $15,199,081.

    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 185,722 shares
    Change vs previous 13F -6,322 shares

    0.05% of the 13F portfolio, value $9,256,386.

    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 192,044 shares
    Change vs previous 13F -36,256 shares

    0.06% of the 13F portfolio, value $9,601,219.

    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 228,300 shares
    Change vs previous 13F -54,709 shares

    0.08% of the 13F portfolio, value $11,384,166.

    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 283,009 shares
    Change vs previous 13F +158,566 shares

    0.12% of the 13F portfolio, value $14,109,426.

    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 124,443 shares
    Change vs previous 13F -22,929 shares

    0.05% of the 13F portfolio, value $6,174,869.

    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 147,372 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,359,746.

    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).