AE Wealth Management LLC: BABA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on BABA, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 15,295 BABA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 15,295 sharesChange vs previous 13F +2,133 shares
0.01% of the 13F portfolio, value $1,468,010.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,162 sharesChange vs previous 13F +798 shares
0.01% of the 13F portfolio, value $1,651,310.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,364 sharesChange vs previous 13F -3,919 shares
0.01% of the 13F portfolio, value $1,812,274.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,283 sharesChange vs previous 13F +750 shares
0.02% of the 13F portfolio, value $2,910,348.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,533 sharesChange vs previous 13F -3,133 shares
0.01% of the 13F portfolio, value $1,761,613.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,666 sharesChange vs previous 13F +3,332 shares
0.02% of the 13F portfolio, value $2,468,153.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,334 sharesChange vs previous 13F -3,480 shares
0.01% of the 13F portfolio, value $1,300,137.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,814 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,996,489.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).