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AE Wealth Management LLC: EBND position timeline

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

AE Wealth Management LLC held 16,964 EBND 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 16,964 shares
    Change vs previous 13F +2,748 shares

    <0.01% of the 13F portfolio, value $354,887.

    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 14,216 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $293,422.

    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 14,201 shares
    Change vs previous 13F +1,545 shares

    <0.01% of the 13F portfolio, value $303,484.

    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 12,656 shares
    Change vs previous 13F +475 shares

    <0.01% of the 13F portfolio, value $270,330.

    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 12,181 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $260,669.

    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 12,220 shares
    Change vs previous 13F -6,833 shares

    <0.01% of the 13F portfolio, value $245,251.

    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 19,053 shares
    Change vs previous 13F +3,225 shares

    <0.01% of the 13F portfolio, value $372,113.

    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 15,828 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $336,660.

    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).