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AE Wealth Management LLC: BDN position timeline

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

AE Wealth Management LLC held 57,389 BDN 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 57,389 shares
    Change vs previous 13F +4,902 shares

    <0.01% of the 13F portfolio, value $181,925.

    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 52,487 shares
    Change vs previous 13F +7,378 shares

    <0.01% of the 13F portfolio, value $142,239.

    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 45,109 shares
    Change vs previous 13F +7,147 shares

    <0.01% of the 13F portfolio, value $131,721.

    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 37,962 shares
    Change vs previous 13F +6,464 shares

    <0.01% of the 13F portfolio, value $158,294.

    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 31,498 shares
    Change vs previous 13F -2,183 shares

    <0.01% of the 13F portfolio, value $135,120.

    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 33,681 shares
    Change vs previous 13F -4,514 shares

    <0.01% of the 13F portfolio, value $150,222.

    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 38,195 shares
    Change vs previous 13F +21,013 shares

    <0.01% of the 13F portfolio, value $213,889.

    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 17,182 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $93,471.

    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).