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AE Wealth Management LLC: BX position timeline

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

AE Wealth Management LLC held 14,424 BX 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 14,424 shares
    Change vs previous 13F +3,328 shares

    0.01% of the 13F portfolio, value $1,697,194.

    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 11,096 shares
    Change vs previous 13F +847 shares

    0.01% of the 13F portfolio, value $1,275,927.

    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 10,249 shares
    Change vs previous 13F +3,469 shares

    0.01% of the 13F portfolio, value $1,579,835.

    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 6,780 shares
    Change vs previous 13F +1,025 shares

    0.01% of the 13F portfolio, value $1,158,488.

    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 5,755 shares
    Change vs previous 13F -1,087 shares

    0.01% of the 13F portfolio, value $860,836.

    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 6,842 shares
    Change vs previous 13F +508 shares

    0.01% of the 13F portfolio, value $956,419.

    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 6,334 shares
    Change vs previous 13F -400 shares

    0.01% of the 13F portfolio, value $1,092,243.

    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 6,734 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,031,129.

    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).