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AE Wealth Management LLC: BEN position timeline

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

AE Wealth Management LLC held 130,756 BEN 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 130,756 shares
    Change vs previous 13F +14,063 shares

    0.02% of the 13F portfolio, value $4,350,265.

    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 116,693 shares
    Change vs previous 13F +13,192 shares

    0.01% of the 13F portfolio, value $2,756,317.

    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 103,501 shares
    Change vs previous 13F +9,388 shares

    0.01% of the 13F portfolio, value $2,472,626.

    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 94,113 shares
    Change vs previous 13F -1,569 shares

    0.01% of the 13F portfolio, value $2,176,813.

    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 95,682 shares
    Change vs previous 13F -555,206 shares

    0.02% of the 13F portfolio, value $2,281,988.

    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 650,888 shares
    Change vs previous 13F +15,229 shares

    0.11% of the 13F portfolio, value $12,529,606.

    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 635,659 shares
    Change vs previous 13F +71,737 shares

    0.11% of the 13F portfolio, value $12,897,511.

    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 563,922 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,363,018.

    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).