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Disclosery

AE Wealth Management LLC: BAB position timeline

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

AE Wealth Management LLC held 75,891 BAB 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 75,891 shares
    Change vs previous 13F +1,533 shares

    0.01% of the 13F portfolio, value $2,036,919.

    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 74,358 shares
    Change vs previous 13F -13,357 shares

    0.01% of the 13F portfolio, value $2,004,695.

    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 87,715 shares
    Change vs previous 13F +85,140 shares

    0.01% of the 13F portfolio, value $2,385,844.

    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 2,575 shares
    Change vs previous 13F +2,434 shares

    <0.01% of the 13F portfolio, value $70,263.

    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 141 shares
    Change vs previous 13F -561 shares

    <0.01% of the 13F portfolio, value $3,731.

    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 702 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $18,742.

    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 616 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,120.

    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).