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AE Wealth Management LLC: BUFR position timeline

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

AE Wealth Management LLC held 346,091 BUFR 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 346,091 shares
    Change vs previous 13F +14,193 shares

    0.06% of the 13F portfolio, value $12,642,711.

    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 331,898 shares
    Change vs previous 13F +39,840 shares

    0.06% of the 13F portfolio, value $11,208,200.

    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 292,058 shares
    Change vs previous 13F +56,961 shares

    0.06% of the 13F portfolio, value $10,005,913.

    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 235,097 shares
    Change vs previous 13F +47,246 shares

    0.05% of the 13F portfolio, value $7,856,946.

    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 187,851 shares
    Change vs previous 13F -8,599 shares

    0.04% of the 13F portfolio, value $5,973,662.

    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 196,450 shares
    Change vs previous 13F -1,707 shares

    0.05% of the 13F portfolio, value $5,832,600.

    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 198,157 shares
    Change vs previous 13F +69,159 shares

    0.05% of the 13F portfolio, value $6,037,844.

    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 128,998 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,855,756.

    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).