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AE Wealth Management LLC: BIL position timeline

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

AE Wealth Management LLC held 78,064 BIL 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 78,064 shares
    Change vs previous 13F -77,105 shares

    0.03% of the 13F portfolio, value $7,153,735.

    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 155,169 shares
    Change vs previous 13F +67,067 shares

    0.08% of the 13F portfolio, value $14,219,663.

    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 88,102 shares
    Change vs previous 13F +1,206 shares

    0.05% of the 13F portfolio, value $8,050,765.

    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 86,896 shares
    Change vs previous 13F +11,537 shares

    0.05% of the 13F portfolio, value $7,972,733.

    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 75,359 shares
    Change vs previous 13F -13,676 shares

    0.05% of the 13F portfolio, value $6,912,651.

    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 89,035 shares
    Change vs previous 13F +1,968 shares

    0.07% of the 13F portfolio, value $8,167,131.

    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 87,067 shares
    Change vs previous 13F +1,221 shares

    0.07% of the 13F portfolio, value $7,960,539.

    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 85,846 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,881,478.

    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).