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Disclosery

AE Wealth Management LLC: WBD position timeline

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

AE Wealth Management LLC held 42,482 WBD 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 42,482 shares
    Change vs previous 13F +436 shares

    0.01% of the 13F portfolio, value $1,132,581.

    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 42,046 shares
    Change vs previous 13F +3,921 shares

    0.01% of the 13F portfolio, value $1,154,584.

    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 38,125 shares
    Change vs previous 13F +6,621 shares

    0.01% of the 13F portfolio, value $1,098,757.

    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 31,504 shares
    Change vs previous 13F +1,759 shares

    <0.01% of the 13F portfolio, value $615,268.

    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 29,745 shares
    Change vs previous 13F +2,086 shares

    <0.01% of the 13F portfolio, value $340,874.

    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 27,659 shares
    Change vs previous 13F +1,084 shares

    <0.01% of the 13F portfolio, value $296,780.

    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 26,575 shares
    Change vs previous 13F -5,391 shares

    <0.01% of the 13F portfolio, value $280,898.

    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 31,966 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $263,721.

    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).