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AE Wealth Management LLC: BINC position timeline

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

AE Wealth Management LLC held 321,288 BINC 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 321,288 shares
    Change vs previous 13F -65,655 shares

    0.08% of the 13F portfolio, value $16,816,258.

    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 386,943 shares
    Change vs previous 13F +5,249 shares

    0.11% of the 13F portfolio, value $20,093,967.

    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 381,694 shares
    Change vs previous 13F +85,282 shares

    0.12% of the 13F portfolio, value $20,142,060.

    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 296,412 shares
    Change vs previous 13F +78,704 shares

    0.1% of the 13F portfolio, value $15,780,993.

    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 217,708 shares
    Change vs previous 13F +14,751 shares

    0.08% of the 13F portfolio, value $11,503,653.

    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 202,957 shares
    Change vs previous 13F -2,374 shares

    0.09% of the 13F portfolio, value $10,630,878.

    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 205,331 shares
    Change vs previous 13F +11,444 shares

    0.09% of the 13F portfolio, value $10,681,316.

    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 193,887 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $10,378,754.

    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).