Ownership history in AE Wealth Management LLC · 28 quarters on record
This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in CRACKER BARREL OLD CTRY STOR (CBRL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 6,152 | +1,582 | +34.6% | 0.00% | $271K | $43.49 |
| 2025 Q2 | ADDED | 4,570 | +1,362 | +42.5% | 0.00% | $279K | $60.06 |
| 2023 Q4 | ADDED | 3,208 | +512 | +19.0% | 0.00% | $246K | $71.33 |
| 2023 Q2 | ADDED | 2,696 | +168 | +6.6% | 0.00% | $251K | $83.55 |
| 2023 Q1 | REDUCED | 2,528 | -12,665 | -83.4% | 0.00% | $287K | $100.73 |
| 2022 Q4 | ADDED | 15,193 | +463 | +3.1% | 0.01% | $1.4M | $82.97 |
| 2022 Q3 | ADDED | 14,730 | +12,306 | +507.7% | 0.01% | $1.4M | $80.02 |
| 2022 Q1 | ADDED | 2,424 | +196 | +8.8% | 0.00% | $288K | $100.02 |
| 2021 Q4 | REDUCED | 2,228 | -241 | -9.8% | 0.00% | $287K | $107.27 |
| 2021 Q3 | ADDED | 2,469 | +348 | +16.4% | 0.00% | $345K | $115.48 |
As of 2025 Q4 — sorted by position size