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Disclosery

AE Wealth Management LLC: VWOB position timeline

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

AE Wealth Management LLC held 2,101 VWOB 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 2,101 shares
    Change vs previous 13F +449 shares

    <0.01% of the 13F portfolio, value $141,278.

    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 1,652 shares
    Change vs previous 13F -886 shares

    <0.01% of the 13F portfolio, value $108,546.

    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 2,538 shares
    Change vs previous 13F +1,802 shares

    <0.01% of the 13F portfolio, value $171,152.

    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 736 shares
    Change vs previous 13F -489 shares

    <0.01% of the 13F portfolio, value $49,253.

    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 1,225 shares
    Change vs previous 13F +370 shares

    <0.01% of the 13F portfolio, value $80,065.

    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 855 shares
    Change vs previous 13F -376 shares

    <0.01% of the 13F portfolio, value $54,878.

    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 1,231 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $77,729.

    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).