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Disclosery

AE Wealth Management LLC: BOX position timeline

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

AE Wealth Management LLC held 9,506 BOX 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 9,506 shares
    Change vs previous 13F -259 shares

    <0.01% of the 13F portfolio, value $252,289.

    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 9,765 shares
    Change vs previous 13F +2,189 shares

    <0.01% of the 13F portfolio, value $230,846.

    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 7,576 shares
    Change vs previous 13F +665 shares

    <0.01% of the 13F portfolio, value $226,598.

    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 6,911 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,015.

    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).