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AE Wealth Management LLC: MBB position timeline

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

AE Wealth Management LLC held 608,645 MBB 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 608,645 shares
    Change vs previous 13F +17,906 shares

    0.27% of the 13F portfolio, value $57,529,246.

    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 590,739 shares
    Change vs previous 13F +18,428 shares

    0.3% of the 13F portfolio, value $56,090,709.

    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 572,311 shares
    Change vs previous 13F +35,726 shares

    0.31% of the 13F portfolio, value $54,495,526.

    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 536,585 shares
    Change vs previous 13F +65,857 shares

    0.33% of the 13F portfolio, value $51,056,122.

    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 470,728 shares
    Change vs previous 13F +33,749 shares

    0.32% of the 13F portfolio, value $44,196,615.

    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 436,979 shares
    Change vs previous 13F +11,554 shares

    0.34% of the 13F portfolio, value $40,979,984.

    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 425,425 shares
    Change vs previous 13F +94,434 shares

    0.33% of the 13F portfolio, value $39,002,935.

    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 330,991 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $31,712,276.

    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).