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Disclosery

AE Wealth Management LLC: BSV position timeline

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

AE Wealth Management LLC held 82,025 BSV 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 82,025 shares
    Change vs previous 13F +403 shares

    0.03% of the 13F portfolio, value $6,390,651.

    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 81,622 shares
    Change vs previous 13F -42,321 shares

    0.03% of the 13F portfolio, value $6,400,014.

    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 123,943 shares
    Change vs previous 13F +8,058 shares

    0.06% of the 13F portfolio, value $9,768,003.

    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 115,885 shares
    Change vs previous 13F +49,896 shares

    0.06% of the 13F portfolio, value $9,144,514.

    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 65,989 shares
    Change vs previous 13F +3,423 shares

    0.04% of the 13F portfolio, value $5,193,360.

    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 62,566 shares
    Change vs previous 13F -5,223 shares

    0.04% of the 13F portfolio, value $4,897,692.

    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 67,789 shares
    Change vs previous 13F +1,720 shares

    0.04% of the 13F portfolio, value $5,238,055.

    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 66,069 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,198,991.

    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).