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AE Wealth Management LLC: BUCK position timeline

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

AE Wealth Management LLC held 1,025,769 BUCK 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 1,025,769 shares
    Change vs previous 13F +20,532 shares

    0.11% of the 13F portfolio, value $24,023,529.

    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 1,005,237 shares
    Change vs previous 13F -159,007 shares

    0.13% of the 13F portfolio, value $23,628,102.

    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 1,164,244 shares
    Change vs previous 13F +130,601 shares

    0.16% of the 13F portfolio, value $27,598,405.

    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 1,033,643 shares
    Change vs previous 13F -92,852 shares

    0.16% of the 13F portfolio, value $24,652,403.

    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 1,126,495 shares
    Change vs previous 13F +137,423 shares

    0.19% of the 13F portfolio, value $26,630,351.

    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 989,072 shares
    Change vs previous 13F +153,976 shares

    0.21% of the 13F portfolio, value $24,410,278.

    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 835,096 shares
    Change vs previous 13F +563,299 shares

    0.17% of the 13F portfolio, value $20,493,260.

    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 271,797 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,680,771.

    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).