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Disclosery

AE Wealth Management LLC: BKU position timeline

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

AE Wealth Management LLC held 10,345 BKU 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 10,345 shares
    Change vs previous 13F +458 shares

    <0.01% of the 13F portfolio, value $501,308.

    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 9,887 shares
    Change vs previous 13F +1,984 shares

    <0.01% of the 13F portfolio, value $446,506.

    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 7,903 shares
    Change vs previous 13F +1,512 shares

    <0.01% of the 13F portfolio, value $352,328.

    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 6,391 shares
    Change vs previous 13F +744 shares

    <0.01% of the 13F portfolio, value $243,918.

    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 5,647 shares
    Change vs previous 13F -678 shares

    <0.01% of the 13F portfolio, value $200,932.

    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 6,325 shares
    Change vs previous 13F -960 shares

    <0.01% of the 13F portfolio, value $217,871.

    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 7,285 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $278,096.

    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).