AE Wealth Management LLC

Position in UVV — Universal Corp /Va/

CIK 1697723 TOPEKA, KS

Position in UVV

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

Position Value

$339,308

+$2,875 QoQ

Shares Held

6,504

+1.9% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#123

of 232 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

AE Wealth Management LLC holds $141,925,035 across 4 Tobacco names. UVV ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	502,556	$90,917,367
2	MO	Altria Group, Inc.	687,185	$49,442,923
3	BTI	British American Tobacco p.l.c.	19,842	$1,225,437
4	UVV	Universal Corp /Va/ This page	6,504	$339,308

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$339,308	6,504	+1.9%	Shares	Other	2026-08-03
2026-03-31	$336,433	6,384	+1.5%	Shares	Other	2026-05-13
2025-12-31	$331,743	6,289	-7.7%	Shares	Other	2026-01-26
2025-09-30	$380,473	6,810	+76.9%	Shares	Sole	2025-11-03
2025-06-30	$224,165	3,849	+3.1%	Shares	Other	2025-08-06
2025-03-31	$209,346	3,735	-0.1%	Shares	Sole	2025-05-06
2024-12-31	$205,045	3,739	-29.2%	Shares	Sole	2025-02-13
2024-09-30	$280,579	5,283	-2.2%	Shares	Sole	2024-11-14
2024-06-30	$260,226	5,400	+9.5%	Shares	Sole	2024-08-12
2024-03-31	$255,134	4,933	-0.2%	Shares	Other	2024-05-15
2023-12-31	$332,762	4,943	+2.8%	Shares	Sole	2024-02-14
2023-09-30	$227,032	4,809	-24.2%	Shares	Sole	2023-10-11
2023-06-30	$316,919	6,346	+0.9%	Shares	Sole	2023-07-10
2023-03-31	$332,625	6,289	-0.7%	Shares	Sole	2023-04-14
2022-12-31	$334,445	6,333	+10.7%	Shares	Sole	2023-01-31
2022-09-30	$263,440	5,722	—	Shares	Sole	2022-10-25
No filing history on record for this holder in this stock.