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Disclosery

AE Wealth Management LLC: BUFF position timeline

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

AE Wealth Management LLC held 1,435 BUFF 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 1,435 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $75,596.

    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 1,449 shares
    Change vs previous 13F +619 shares

    <0.01% of the 13F portfolio, value $71,595.

    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 830 shares
    Change vs previous 13F -111 shares

    <0.01% of the 13F portfolio, value $41,383.

    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 941 shares
    Change vs previous 13F -1,209 shares

    <0.01% of the 13F portfolio, value $45,973.

    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 2,150 shares
    Change vs previous 13F -63,854 shares

    <0.01% of the 13F portfolio, value $101,050.

    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 66,004 shares
    Change vs previous 13F +65,608 shares

    0.02% of the 13F portfolio, value $2,910,117.

    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 396 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,784.

    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).