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AE Wealth Management LLC: QBER position timeline

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

AE Wealth Management LLC held 1,081,663 QBER 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 1,081,663 shares
    Change vs previous 13F +144,665 shares

    0.12% of the 13F portfolio, value $25,743,578.

    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 936,998 shares
    Change vs previous 13F -2,206,231 shares

    0.12% of the 13F portfolio, value $22,612,761.

    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 3,143,229 shares
    Change vs previous 13F -565,716 shares

    0.43% of the 13F portfolio, value $75,343,209.

    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 3,708,945 shares
    Change vs previous 13F +1,090,738 shares

    0.58% of the 13F portfolio, value $91,388,771.

    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 2,618,207 shares
    Change vs previous 13F +875,051 shares

    0.47% of the 13F portfolio, value $64,591,163.

    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 1,743,156 shares
    Change vs previous 13F +10,862 shares

    0.36% of the 13F portfolio, value $43,212,836.

    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 1,732,294 shares
    Change vs previous 13F +204,748 shares

    0.36% of the 13F portfolio, value $42,779,034.

    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 1,527,546 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $38,206,829.

    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).