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Disclosery

AE Wealth Management LLC: VWO position timeline

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

AE Wealth Management LLC held 109,434 VWO 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 109,434 shares
    Change vs previous 13F +8,752 shares

    0.03% of the 13F portfolio, value $6,532,121.

    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 100,682 shares
    Change vs previous 13F +6,572 shares

    0.03% of the 13F portfolio, value $5,441,817.

    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 94,110 shares
    Change vs previous 13F +10,562 shares

    0.03% of the 13F portfolio, value $5,059,341.

    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 83,548 shares
    Change vs previous 13F +4,829 shares

    0.03% of the 13F portfolio, value $4,526,627.

    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 78,719 shares
    Change vs previous 13F +1,168 shares

    0.03% of the 13F portfolio, value $3,893,435.

    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 77,551 shares
    Change vs previous 13F -39,456 shares

    0.03% of the 13F portfolio, value $3,509,930.

    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 117,007 shares
    Change vs previous 13F -39,037 shares

    0.04% of the 13F portfolio, value $5,152,992.

    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 156,044 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,466,698.

    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).