AE Wealth Management LLC

Position in ODFL — Old Dominion Freight Line, Inc.

CIK 1697723 TOPEKA, KS

Back to ODFL Full portfolio

Position in ODFL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,140,175

+$136,802 QoQ

Shares Held

5,264

+2.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#475

of 1,017 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in ODFL Over Time

Shares Held

Position Value (USD)

Derivatives in ODFL

reported options exposure · as of Dec 31, 2020

CallValue

$39,036

CallShares

400

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Trucking

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $6,348,985 across 4 Trucking names. ODFL ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPO	XPO, Inc.	21,166	$4,345,141
2	ODFL	Old Dominion Freight Line, Inc. This page	5,264	$1,140,175
3	KNX	Knight-Swift Transportation Holdings Inc.	8,133	$633,302
4	SAIA	Saia Inc	547	$230,367

All Filings in ODFL

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,140,175	5,264	+2.5%	Shares	Other	2026-08-03
2026-03-31	$1,003,373	5,135	-37.5%	Shares	Other	2026-05-13
2025-12-31	$1,287,949	8,214	+43.5%	Shares	Other	2026-01-26
2025-09-30	$805,961	5,725	-7.9%	Shares	Other	2025-11-03
2025-06-30	$1,008,528	6,214	-9.3%	Shares	Other	2025-08-06
2025-03-31	$1,133,493	6,851	-10.9%	Shares	Other	2025-05-06
2024-12-31	$1,355,983	7,687	+8.1%	Shares	Other	2025-02-13
2024-09-30	$1,412,726	7,112	-14.1%	Shares	Other	2024-11-14
2024-06-30	$1,462,422	8,281	+0.9%	Shares	Other	2024-08-12
2024-03-31	$1,799,437	8,205	-65.9%	Shares	Other	2024-05-15
2023-12-31	$9,745,754	24,044	-10.6%	Shares	Sole	2024-02-14
2023-09-30	$11,005,456	26,899	+8.8%	Shares	Sole	2023-10-11
2023-06-30	$9,139,480	24,718	-0.7%	Shares	Sole	2023-07-10
2023-03-31	$8,481,803	24,885	-28.6%	Shares	Sole	2023-04-14
2022-12-31	$9,890,868	34,854	-4.0%	Shares	Sole	2023-01-31
2022-09-30	$9,034,580	36,317	-2.5%	Shares	Sole	2022-10-25
2022-06-30	$9,546,430	37,250	-5.7%	Shares	Sole	2022-08-03
2022-03-31	$11,803,833	39,520	-21.9%	Shares	Sole	2022-04-18
2021-12-31	$18,123,634	50,571	-15.0%	Shares	Sole	2022-01-20
2021-09-30	$17,014,666	59,496	+4.8%	Shares	Sole	2021-11-01
2021-06-30	$14,404,672	56,756	+13.3%	Shares	Sole	2021-07-21
2021-03-31	$12,043,338	50,095	+31.1%	Shares	Sole	2021-04-27
2020-12-31	$7,459,974	38,221	+59.7%	Shares	Sole	2021-02-01
2020-12-31	$39,036	200	—	Call	Sole	2021-02-01
2020-09-30	$4,329,053	23,928	+45.1%	Shares	Sole	2020-11-06
2020-06-30	$2,795,860	16,486	+112.1%	Shares	Sole	2020-08-05
2020-03-31	$1,020,415	7,774	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.