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AE Wealth Management LLC: BAR position timeline

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

AE Wealth Management LLC held 65,599 BAR 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 65,599 shares
    Change vs previous 13F +6,959 shares

    0.01% of the 13F portfolio, value $2,593,128.

    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 58,640 shares
    Change vs previous 13F -9,096 shares

    0.01% of the 13F portfolio, value $2,705,063.

    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 67,736 shares
    Change vs previous 13F -1,853 shares

    0.02% of the 13F portfolio, value $2,878,103.

    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 69,589 shares
    Change vs previous 13F +2,380 shares

    0.02% of the 13F portfolio, value $2,648,557.

    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 67,209 shares
    Change vs previous 13F -12,028 shares

    0.02% of the 13F portfolio, value $2,193,702.

    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 79,237 shares
    Change vs previous 13F -231 shares

    0.02% of the 13F portfolio, value $2,443,669.

    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 79,468 shares
    Change vs previous 13F -4,957 shares

    0.02% of the 13F portfolio, value $2,057,427.

    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 84,425 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,192,517.

    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).