Skip to content
Disclosery

AE Wealth Management LLC: QBUF position timeline

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

AE Wealth Management LLC held 21,633 QBUF 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 21,633 shares
    Change vs previous 13F +901 shares

    <0.01% of the 13F portfolio, value $665,563.

    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 20,732 shares
    Change vs previous 13F +2,798 shares

    <0.01% of the 13F portfolio, value $605,582.

    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 17,934 shares
    Change vs previous 13F +925 shares

    <0.01% of the 13F portfolio, value $525,717.

    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 17,009 shares
    Change vs previous 13F -4,402 shares

    <0.01% of the 13F portfolio, value $488,244.

    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 21,411 shares
    Change vs previous 13F +21,146 shares

    <0.01% of the 13F portfolio, value $589,873.

    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 265 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,002.

    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).