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Disclosery

AE Wealth Management LLC: RBUF position timeline

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

AE Wealth Management LLC held 18,552 RBUF 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 18,552 shares
    Change vs previous 13F -281 shares

    <0.01% of the 13F portfolio, value $576,596.

    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 18,833 shares
    Change vs previous 13F +2,483 shares

    <0.01% of the 13F portfolio, value $551,619.

    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 16,350 shares
    Change vs previous 13F +85 shares

    <0.01% of the 13F portfolio, value $474,967.

    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 16,265 shares
    Change vs previous 13F -5,514 shares

    <0.01% of the 13F portfolio, value $466,643.

    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 21,779 shares
    Change vs previous 13F +21,514 shares

    <0.01% of the 13F portfolio, value $596,091.

    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 $6,906.

    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).