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AE Wealth Management LLC: XBJL position timeline

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

AE Wealth Management LLC held 74 XBJL 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 74 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,958.

    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 74 shares
    Change vs previous 13F -1,838 shares

    <0.01% of the 13F portfolio, value $2,813.

    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 1,912 shares
    Change vs previous 13F -2,406 shares

    <0.01% of the 13F portfolio, value $73,144.

    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 4,318 shares
    Change vs previous 13F +135 shares

    <0.01% of the 13F portfolio, value $161,691.

    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 4,183 shares
    Change vs previous 13F -871 shares

    <0.01% of the 13F portfolio, value $150,505.

    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 5,054 shares
    Change vs previous 13F -2,952 shares

    <0.01% of the 13F portfolio, value $171,004.

    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 8,006 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $273,342.

    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).