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Disclosery

AE Wealth Management LLC: VV position timeline

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

AE Wealth Management LLC held 19,934 VV 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 19,934 shares
    Change vs previous 13F +9,205 shares

    0.03% of the 13F portfolio, value $6,855,837.

    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 10,729 shares
    Change vs previous 13F +2,161 shares

    0.02% of the 13F portfolio, value $3,206,270.

    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 8,568 shares
    Change vs previous 13F +4,478 shares

    0.02% of the 13F portfolio, value $2,697,265.

    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 4,090 shares
    Change vs previous 13F +835 shares

    0.01% of the 13F portfolio, value $1,259,220.

    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 3,255 shares
    Change vs previous 13F -208 shares

    0.01% of the 13F portfolio, value $928,670.

    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 3,463 shares
    Change vs previous 13F +80 shares

    0.01% of the 13F portfolio, value $890,303.

    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 3,383 shares
    Change vs previous 13F -8,158 shares

    0.01% of the 13F portfolio, value $912,437.

    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 11,541 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,038,665.

    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).