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AE Wealth Management LLC: CBU position timeline

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

AE Wealth Management LLC held 6,662 CBU 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 6,662 shares
    Change vs previous 13F +559 shares

    <0.01% of the 13F portfolio, value $447,339.

    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 6,103 shares
    Change vs previous 13F +516 shares

    <0.01% of the 13F portfolio, value $357,943.

    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 5,587 shares
    Change vs previous 13F +1,333 shares

    <0.01% of the 13F portfolio, value $320,938.

    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 4,254 shares
    Change vs previous 13F +263 shares

    <0.01% of the 13F portfolio, value $249,488.

    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 3,991 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $227,038.

    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 3,949 shares
    Change vs previous 13F -609 shares

    <0.01% of the 13F portfolio, value $224,604.

    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 4,558 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $281,096.

    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).