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Disclosery

AE Wealth Management LLC: BJ position timeline

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

AE Wealth Management LLC held 50,540 BJ 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 50,540 shares
    Change vs previous 13F +7,884 shares

    0.02% of the 13F portfolio, value $4,408,105.

    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 42,656 shares
    Change vs previous 13F +4,095 shares

    0.02% of the 13F portfolio, value $4,198,157.

    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 38,561 shares
    Change vs previous 13F +5,150 shares

    0.02% of the 13F portfolio, value $3,471,654.

    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 33,411 shares
    Change vs previous 13F +782 shares

    0.02% of the 13F portfolio, value $3,115,619.

    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 32,629 shares
    Change vs previous 13F +2,402 shares

    0.03% of the 13F portfolio, value $3,518,462.

    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 30,227 shares
    Change vs previous 13F -930 shares

    0.03% of the 13F portfolio, value $3,448,947.

    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 31,157 shares
    Change vs previous 13F +5,950 shares

    0.02% of the 13F portfolio, value $2,783,878.

    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 25,207 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,079,091.

    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).