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Disclosery

AE Wealth Management LLC: BIBL position timeline

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

AE Wealth Management LLC held 9,281 BIBL 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 9,281 shares
    Change vs previous 13F -343 shares

    <0.01% of the 13F portfolio, value $537,199.

    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 9,624 shares
    Change vs previous 13F +581 shares

    <0.01% of the 13F portfolio, value $453,789.

    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 9,043 shares
    Change vs previous 13F -32 shares

    <0.01% of the 13F portfolio, value $408,127.

    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 9,075 shares
    Change vs previous 13F -2,789 shares

    <0.01% of the 13F portfolio, value $403,211.

    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 11,864 shares
    Change vs previous 13F -2,615 shares

    <0.01% of the 13F portfolio, value $490,354.

    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 14,479 shares
    Change vs previous 13F -988 shares

    <0.01% of the 13F portfolio, value $556,141.

    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 15,467 shares
    Change vs previous 13F -5,309 shares

    0.01% of the 13F portfolio, value $601,762.

    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 20,776 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $844,970.

    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).