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Disclosery

AE Wealth Management LLC: FBND position timeline

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

AE Wealth Management LLC held 9,975 FBND 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 9,975 shares
    Change vs previous 13F +2,187 shares

    <0.01% of the 13F portfolio, value $453,764.

    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 7,788 shares
    Change vs previous 13F +1,024 shares

    <0.01% of the 13F portfolio, value $355,308.

    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 6,764 shares
    Change vs previous 13F +2,668 shares

    <0.01% of the 13F portfolio, value $311,411.

    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 4,096 shares
    Change vs previous 13F +1,683 shares

    <0.01% of the 13F portfolio, value $189,381.

    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 2,413 shares
    Change vs previous 13F -491 shares

    <0.01% of the 13F portfolio, value $110,405.

    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 2,904 shares
    Change vs previous 13F -2,480 shares

    <0.01% of the 13F portfolio, value $132,558.

    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 5,384 shares
    Change vs previous 13F -4,180 shares

    <0.01% of the 13F portfolio, value $241,617.

    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 9,564 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $447,039.

    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).