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AE Wealth Management LLC: BNDX position timeline

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

AE Wealth Management LLC held 121,268 BNDX 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 121,268 shares
    Change vs previous 13F -113,575 shares

    0.03% of the 13F portfolio, value $5,872,991.

    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 234,843 shares
    Change vs previous 13F -4,835 shares

    0.06% of the 13F portfolio, value $11,284,221.

    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 239,678 shares
    Change vs previous 13F +24,415 shares

    0.07% of the 13F portfolio, value $11,581,279.

    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 215,263 shares
    Change vs previous 13F +51,944 shares

    0.07% of the 13F portfolio, value $10,646,921.

    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 163,319 shares
    Change vs previous 13F +80,472 shares

    0.06% of the 13F portfolio, value $8,085,916.

    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 82,847 shares
    Change vs previous 13F -4,122 shares

    0.03% of the 13F portfolio, value $4,044,582.

    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 86,969 shares
    Change vs previous 13F +5,444 shares

    0.04% of the 13F portfolio, value $4,265,809.

    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 81,525 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,099,071.

    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).