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Disclosery

AE Wealth Management LLC: BND position timeline

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

AE Wealth Management LLC held 33,314 BND 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 33,314 shares
    Change vs previous 13F +552 shares

    0.01% of the 13F portfolio, value $2,445,603.

    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 32,762 shares
    Change vs previous 13F +3,250 shares

    0.01% of the 13F portfolio, value $2,412,597.

    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 29,512 shares
    Change vs previous 13F +2,205 shares

    0.01% of the 13F portfolio, value $2,185,953.

    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 27,307 shares
    Change vs previous 13F -25,228 shares

    0.01% of the 13F portfolio, value $2,030,841.

    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 52,535 shares
    Change vs previous 13F -23,970 shares

    0.03% of the 13F portfolio, value $3,868,220.

    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 76,505 shares
    Change vs previous 13F -67,070 shares

    0.05% of the 13F portfolio, value $5,619,347.

    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 143,575 shares
    Change vs previous 13F +25,362 shares

    0.09% of the 13F portfolio, value $10,324,448.

    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 118,213 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,878,984.

    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).