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Disclosery

AE Wealth Management LLC: BMAY position timeline

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

AE Wealth Management LLC held 11,806 BMAY 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 11,806 shares
    Change vs previous 13F +437 shares

    <0.01% of the 13F portfolio, value $559,014.

    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 11,369 shares
    Change vs previous 13F -1,350 shares

    <0.01% of the 13F portfolio, value $510,162.

    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 12,719 shares
    Change vs previous 13F -156 shares

    <0.01% of the 13F portfolio, value $570,007.

    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 12,875 shares
    Change vs previous 13F -267 shares

    <0.01% of the 13F portfolio, value $564,193.

    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 13,142 shares
    Change vs previous 13F -32 shares

    <0.01% of the 13F portfolio, value $554,592.

    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 13,174 shares
    Change vs previous 13F -1,699 shares

    <0.01% of the 13F portfolio, value $522,611.

    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 14,873 shares
    Change vs previous 13F -1,190 shares

    0.01% of the 13F portfolio, value $599,632.

    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 16,063 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $633,885.

    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).