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Disclosery

AE Wealth Management LLC: MBND position timeline

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

AE Wealth Management LLC held 80,499 MBND 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 80,499 shares
    Change vs previous 13F -32,658 shares

    0.01% of the 13F portfolio, value $2,200,842.

    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 113,157 shares
    Change vs previous 13F -5,043 shares

    0.02% of the 13F portfolio, value $3,073,182.

    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 118,200 shares
    Change vs previous 13F -789 shares

    0.02% of the 13F portfolio, value $3,233,367.

    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 118,989 shares
    Change vs previous 13F +8,644 shares

    0.02% of the 13F portfolio, value $3,255,109.

    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 110,345 shares
    Change vs previous 13F -207 shares

    0.02% of the 13F portfolio, value $2,987,578.

    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 110,552 shares
    Change vs previous 13F +2,473 shares

    0.03% of the 13F portfolio, value $3,016,418.

    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 108,079 shares
    Change vs previous 13F +4,915 shares

    0.03% of the 13F portfolio, value $2,973,781.

    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 103,164 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,889,121.

    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).