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AE Wealth Management LLC: BP position timeline

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

AE Wealth Management LLC held 26,159 BP 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 26,159 shares
    Change vs previous 13F -1,352 shares

    <0.01% of the 13F portfolio, value $966,599.

    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 27,511 shares
    Change vs previous 13F -1,139 shares

    0.01% of the 13F portfolio, value $1,293,066.

    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 28,650 shares
    Change vs previous 13F +6,036 shares

    0.01% of the 13F portfolio, value $995,025.

    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 22,614 shares
    Change vs previous 13F +1,768 shares

    <0.01% of the 13F portfolio, value $779,273.

    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 20,846 shares
    Change vs previous 13F -3,510 shares

    <0.01% of the 13F portfolio, value $623,910.

    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 24,356 shares
    Change vs previous 13F +1,187 shares

    0.01% of the 13F portfolio, value $823,003.

    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 23,169 shares
    Change vs previous 13F +6,357 shares

    0.01% of the 13F portfolio, value $684,878.

    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 16,812 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $527,728.

    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).