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Disclosery

AE Wealth Management LLC: BWA position timeline

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

AE Wealth Management LLC held 63,248 BWA 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 63,248 shares
    Change vs previous 13F +52,619 shares

    0.02% of the 13F portfolio, value $4,199,689.

    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 10,629 shares
    Change vs previous 13F -353 shares

    <0.01% of the 13F portfolio, value $576,760.

    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 10,982 shares
    Change vs previous 13F -405,623 shares

    <0.01% of the 13F portfolio, value $494,831.

    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 416,605 shares
    Change vs previous 13F -5,176 shares

    0.12% of the 13F portfolio, value $18,314,026.

    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 421,781 shares
    Change vs previous 13F +10,502 shares

    0.1% of the 13F portfolio, value $14,121,244.

    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 411,279 shares
    Change vs previous 13F +12,062 shares

    0.1% of the 13F portfolio, value $11,783,159.

    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 399,217 shares
    Change vs previous 13F +21,244 shares

    0.11% of the 13F portfolio, value $12,691,108.

    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 377,973 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $13,716,665.

    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).