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Disclosery

AE Wealth Management LLC: BRO position timeline

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

AE Wealth Management LLC held 22,062 BRO 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 22,062 shares
    Change vs previous 13F +12,910 shares

    0.01% of the 13F portfolio, value $1,415,250.

    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 9,152 shares
    Change vs previous 13F -4,306 shares

    <0.01% of the 13F portfolio, value $596,795.

    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 13,458 shares
    Change vs previous 13F -877 shares

    0.01% of the 13F portfolio, value $1,072,567.

    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 14,335 shares
    Change vs previous 13F +91 shares

    0.01% of the 13F portfolio, value $1,344,497.

    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 14,244 shares
    Change vs previous 13F -3,528 shares

    0.01% of the 13F portfolio, value $1,579,265.

    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 17,772 shares
    Change vs previous 13F -411 shares

    0.02% of the 13F portfolio, value $2,210,807.

    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 18,183 shares
    Change vs previous 13F -1,263 shares

    0.02% of the 13F portfolio, value $1,855,022.

    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 19,446 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,014,571.

    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).