Skip to content
Disclosery

AE Wealth Management LLC: VZ position timeline

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

AE Wealth Management LLC held 1,016,769 VZ 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 1,016,769 shares
    Change vs previous 13F -32,647 shares

    0.2% of the 13F portfolio, value $43,049,997.

    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 1,049,416 shares
    Change vs previous 13F -315,710 shares

    0.28% of the 13F portfolio, value $52,680,669.

    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 1,365,126 shares
    Change vs previous 13F +179,385 shares

    0.32% of the 13F portfolio, value $55,601,585.

    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 1,185,741 shares
    Change vs previous 13F +125,645 shares

    0.33% of the 13F portfolio, value $52,113,327.

    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 1,060,096 shares
    Change vs previous 13F +47,220 shares

    0.34% of the 13F portfolio, value $45,870,325.

    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 1,012,876 shares
    Change vs previous 13F +59,629 shares

    0.39% of the 13F portfolio, value $45,944,030.

    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 953,247 shares
    Change vs previous 13F +96,556 shares

    0.32% of the 13F portfolio, value $38,120,313.

    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 856,691 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $38,473,978.

    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).