Skip to content
Disclosery

AE Wealth Management LLC: TBIL position timeline

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

AE Wealth Management LLC held 131,916 TBIL 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 131,916 shares
    Change vs previous 13F +82,254 shares

    0.03% of the 13F portfolio, value $6,577,339.

    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 49,662 shares
    Change vs previous 13F +14,612 shares

    0.01% of the 13F portfolio, value $2,476,164.

    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 35,050 shares
    Change vs previous 13F +10,827 shares

    0.01% of the 13F portfolio, value $1,748,315.

    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 24,223 shares
    Change vs previous 13F -357 shares

    0.01% of the 13F portfolio, value $1,211,139.

    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 24,580 shares
    Change vs previous 13F +23,525 shares

    0.01% of the 13F portfolio, value $1,228,860.

    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 1,055 shares
    Change vs previous 13F -204 shares

    <0.01% of the 13F portfolio, value $52,759.

    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 1,259 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $62,757.

    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).