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Disclosery

AE Wealth Management LLC: BILZ position timeline

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

AE Wealth Management LLC held 1,399,384 BILZ 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 1,399,384 shares
    Change vs previous 13F +618,293 shares

    0.66% of the 13F portfolio, value $141,239,660.

    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 781,091 shares
    Change vs previous 13F -222,282 shares

    0.43% of the 13F portfolio, value $78,866,915.

    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 1,003,373 shares
    Change vs previous 13F -184,587 shares

    0.58% of the 13F portfolio, value $101,105,029.

    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 1,187,960 shares
    Change vs previous 13F -177,191 shares

    0.77% of the 13F portfolio, value $120,209,754.

    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 1,365,151 shares
    Change vs previous 13F +484,230 shares

    1.01% of the 13F portfolio, value $138,153,246.

    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 880,921 shares
    Change vs previous 13F -51,409 shares

    0.75% of the 13F portfolio, value $89,149,254.

    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 932,330 shares
    Change vs previous 13F +359,076 shares

    0.8% of the 13F portfolio, value $93,997,456.

    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 573,254 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $58,024,787.

    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).