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
- period ended2026-06-3013F 6,272 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 253,078 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 195,120 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 186,525 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 171,242 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 150,875 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 128,345 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 121,471 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).