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AE Wealth Management LLC: BBY position timeline

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

AE Wealth Management LLC held 6,272 BBY 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 6,272 shares
    Change vs previous 13F -246,806 shares

    <0.01% of the 13F portfolio, value $475,934.

    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 253,078 shares
    Change vs previous 13F +57,958 shares

    0.09% of the 13F portfolio, value $16,247,608.

    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 195,120 shares
    Change vs previous 13F +8,595 shares

    0.07% of the 13F portfolio, value $13,059,386.

    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 186,525 shares
    Change vs previous 13F +15,283 shares

    0.09% of the 13F portfolio, value $14,105,012.

    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 171,242 shares
    Change vs previous 13F +20,367 shares

    0.08% of the 13F portfolio, value $11,495,361.

    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 150,875 shares
    Change vs previous 13F +22,530 shares

    0.09% of the 13F portfolio, value $11,106,045.

    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 128,345 shares
    Change vs previous 13F +6,874 shares

    0.09% of the 13F portfolio, value $11,012,171.

    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 121,471 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $12,547,922.

    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).