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Disclosery

AE Wealth Management LLC: QBUL position timeline

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

AE Wealth Management LLC held 33,202 QBUL 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 33,202 shares
    Change vs previous 13F -79,179 shares

    <0.01% of the 13F portfolio, value $801,651.

    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 112,381 shares
    Change vs previous 13F +79,985 shares

    0.01% of the 13F portfolio, value $2,648,722.

    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 32,396 shares
    Change vs previous 13F -1,893 shares

    <0.01% of the 13F portfolio, value $770,937.

    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 34,289 shares
    Change vs previous 13F -932,860 shares

    0.01% of the 13F portfolio, value $893,752.

    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 967,149 shares
    Change vs previous 13F +7,433 shares

    0.18% of the 13F portfolio, value $24,604,275.

    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 959,716 shares
    Change vs previous 13F +14,279 shares

    0.2% of the 13F portfolio, value $23,858,549.

    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 945,437 shares
    Change vs previous 13F +87,625 shares

    0.2% of the 13F portfolio, value $23,374,977.

    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 857,812 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $21,728,378.

    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).