Skip to content
Disclosery

AE Wealth Management LLC: PB position timeline

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

AE Wealth Management LLC held 9,476 PB 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 9,476 shares
    Change vs previous 13F +1,395 shares

    <0.01% of the 13F portfolio, value $692,076.

    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 8,081 shares
    Change vs previous 13F +1,445 shares

    <0.01% of the 13F portfolio, value $542,842.

    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 6,636 shares
    Change vs previous 13F +1,886 shares

    <0.01% of the 13F portfolio, value $458,561.

    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 4,750 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $315,222.

    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 4,640 shares
    Change vs previous 13F +172 shares

    <0.01% of the 13F portfolio, value $325,912.

    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 4,468 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $318,879.

    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).