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Disclosery

AE Wealth Management LLC: BLV position timeline

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

AE Wealth Management LLC held 33,491 BLV 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 33,491 shares
    Change vs previous 13F +1,849 shares

    0.01% of the 13F portfolio, value $2,308,528.

    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 31,642 shares
    Change vs previous 13F +1,464 shares

    0.01% of the 13F portfolio, value $2,176,326.

    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 30,178 shares
    Change vs previous 13F +3,462 shares

    0.01% of the 13F portfolio, value $2,097,996.

    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 26,716 shares
    Change vs previous 13F +1,591 shares

    0.01% of the 13F portfolio, value $1,892,820.

    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 25,125 shares
    Change vs previous 13F +95 shares

    0.01% of the 13F portfolio, value $1,747,230.

    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 25,030 shares
    Change vs previous 13F -3,021 shares

    0.01% of the 13F portfolio, value $1,762,600.

    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 28,051 shares
    Change vs previous 13F +1,908 shares

    0.02% of the 13F portfolio, value $1,919,544.

    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 26,143 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,965,165.

    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).