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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

BN holding history

BROOKFIELD Corp in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BN overviewAll 13F holders of BNFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2022
Holdings of BN by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−12,551−100.0%Sold outHolders
Q1 202512,551$657.8K<0.1%−15,644−55.5%ReducedHolders
Q4 202428,195$1.62M<0.1%+28,195NewHolders
Q1 20240$00.0%−19,534−100.0%Sold outHolders
Q4 202319,534$793.5K<0.1%+1,943+11.0%AddedHolders
Q3 202317,591$550.2K<0.1%+1,603+10.0%AddedHolders
Q2 202315,988$538.0K<0.1%+675+4.4%AddedHolders
Q1 202315,313$499.0K<0.1%+475+3.2%AddedHolders
Q4 202214,838$466.8K<0.1%+14,838NewHolders