AE Wealth Management LLC: BAI position timeline

AE Wealth Management LLC held 823,838 BAI 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 823,838 shares

   Change vs previous 13F -175,839 shares

   0.2% of the 13F portfolio, value $43,432,725.

   13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 999,677 shares

   Change vs previous 13F +74,760 shares

   0.18% of the 13F portfolio, value $32,939,377.

   13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 924,917 shares

   Change vs previous 13F +62,844 shares

   0.18% of the 13F portfolio, value $30,799,744.

   13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 862,073 shares

   Change vs previous 13F +486,763 shares

   0.19% of the 13F portfolio, value $29,448,418.

   13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 375,310 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $10,827,703.

   13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).