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AE Wealth Management LLC: BSMU position timeline

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

AE Wealth Management LLC held 72,695 BSMU 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 72,695 shares
    Change vs previous 13F -20,187 shares

    0.01% of the 13F portfolio, value $1,593,376.

    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 92,882 shares
    Change vs previous 13F -7,151 shares

    0.01% of the 13F portfolio, value $2,026,077.

    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 100,033 shares
    Change vs previous 13F -1,671 shares

    0.01% of the 13F portfolio, value $2,203,236.

    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 101,704 shares
    Change vs previous 13F +4,414 shares

    0.01% of the 13F portfolio, value $2,229,351.

    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 97,290 shares
    Change vs previous 13F +7,090 shares

    0.02% of the 13F portfolio, value $2,091,730.

    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 90,200 shares
    Change vs previous 13F +8,026 shares

    0.02% of the 13F portfolio, value $1,946,521.

    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 82,174 shares
    Change vs previous 13F +4,395 shares

    0.02% of the 13F portfolio, value $1,784,810.

    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 77,779 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,722,807.

    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).