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AE Wealth Management LLC: BNY position timeline

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

AE Wealth Management LLC held 208,669 BNY 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 208,669 shares
    Change vs previous 13F -6,863 shares

    0.14% of the 13F portfolio, value $30,175,972.

    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 215,532 shares
    Change vs previous 13F -28,509 shares

    0.14% of the 13F portfolio, value $25,568,767.

    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 244,041 shares
    Change vs previous 13F +221,805 shares

    0.16% of the 13F portfolio, value $28,330,816.

    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 22,236 shares
    Change vs previous 13F +2,822 shares

    0.02% of the 13F portfolio, value $2,422,859.

    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 19,414 shares
    Change vs previous 13F +2,066 shares

    0.01% of the 13F portfolio, value $1,768,830.

    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 17,348 shares
    Change vs previous 13F -395 shares

    0.01% of the 13F portfolio, value $1,454,959.

    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 17,743 shares
    Change vs previous 13F +825 shares

    0.01% of the 13F portfolio, value $1,363,193.

    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 16,918 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,215,701.

    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).