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Bankwell Financial shares owned by AE Wealth Management

Quarter-by-quarter ownership of Bankwell Financial (BWFG) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Bankwell Financial

Tip: Access up to 7 years of quarterly data

All positions including Bankwell Financial held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bankwell Financial by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 4.4k 45.82

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