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AE Wealth Management LLC: SBUX position timeline

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

AE Wealth Management LLC held 76,218 SBUX 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 76,218 shares
    Change vs previous 13F +14,446 shares

    0.04% of the 13F portfolio, value $7,789,037.

    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 61,772 shares
    Change vs previous 13F +8,722 shares

    0.03% of the 13F portfolio, value $5,534,333.

    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 53,050 shares
    Change vs previous 13F -2,033 shares

    0.03% of the 13F portfolio, value $4,467,426.

    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 55,083 shares
    Change vs previous 13F +12,711 shares

    0.03% of the 13F portfolio, value $4,659,982.

    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 42,372 shares
    Change vs previous 13F +5,098 shares

    0.03% of the 13F portfolio, value $3,882,667.

    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 37,274 shares
    Change vs previous 13F -32,932 shares

    0.03% of the 13F portfolio, value $3,656,239.

    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 70,206 shares
    Change vs previous 13F +47,104 shares

    0.05% of the 13F portfolio, value $6,406,406.

    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 23,102 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,252,225.

    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).