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AE Wealth Management LLC: BUFD position timeline

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

AE Wealth Management LLC held 69,025 BUFD 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 69,025 shares
    Change vs previous 13F -1,873 shares

    0.01% of the 13F portfolio, value $2,051,432.

    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 70,898 shares
    Change vs previous 13F +7,736 shares

    0.01% of the 13F portfolio, value $1,985,153.

    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 63,162 shares
    Change vs previous 13F +11,379 shares

    0.01% of the 13F portfolio, value $1,783,704.

    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 51,783 shares
    Change vs previous 13F +10,260 shares

    0.01% of the 13F portfolio, value $1,431,291.

    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 41,523 shares
    Change vs previous 13F -1,646 shares

    0.01% of the 13F portfolio, value $1,102,859.

    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 43,169 shares
    Change vs previous 13F -30,745 shares

    0.01% of the 13F portfolio, value $1,077,074.

    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 73,914 shares
    Change vs previous 13F -27,767 shares

    0.02% of the 13F portfolio, value $1,886,293.

    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 101,681 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,546,100.

    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).