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AE Wealth Management LLC: BA position timeline

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

AE Wealth Management LLC held 21,298 BA 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 21,298 shares
    Change vs previous 13F -205 shares

    0.02% of the 13F portfolio, value $4,610,365.

    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 21,503 shares
    Change vs previous 13F +5,649 shares

    0.02% of the 13F portfolio, value $4,279,641.

    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 15,854 shares
    Change vs previous 13F -81 shares

    0.02% of the 13F portfolio, value $3,442,060.

    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 15,935 shares
    Change vs previous 13F +1,754 shares

    0.02% of the 13F portfolio, value $3,439,172.

    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 14,181 shares
    Change vs previous 13F +3,282 shares

    0.02% of the 13F portfolio, value $2,971,289.

    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 10,899 shares
    Change vs previous 13F +634 shares

    0.02% of the 13F portfolio, value $1,858,722.

    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 10,265 shares
    Change vs previous 13F -2,187 shares

    0.02% of the 13F portfolio, value $1,816,932.

    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 12,452 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,893,128.

    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).