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AE Wealth Management LLC: BKLN position timeline

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

AE Wealth Management LLC held 202,301 BKLN 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 202,301 shares
    Change vs previous 13F +18,507 shares

    0.02% of the 13F portfolio, value $4,120,872.

    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 183,794 shares
    Change vs previous 13F +46,494 shares

    0.02% of the 13F portfolio, value $3,751,229.

    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 137,300 shares
    Change vs previous 13F +3,501 shares

    0.02% of the 13F portfolio, value $2,883,299.

    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 133,799 shares
    Change vs previous 13F +3,619 shares

    0.02% of the 13F portfolio, value $2,800,420.

    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 130,180 shares
    Change vs previous 13F +5,575 shares

    0.02% of the 13F portfolio, value $2,723,370.

    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 124,605 shares
    Change vs previous 13F +74 shares

    0.02% of the 13F portfolio, value $2,579,327.

    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 124,531 shares
    Change vs previous 13F +7,516 shares

    0.02% of the 13F portfolio, value $2,623,867.

    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 117,015 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,458,495.

    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).