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AE Wealth Management LLC: BTAL position timeline

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

AE Wealth Management LLC held 927,590 BTAL 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 927,590 shares
    Change vs previous 13F +154,639 shares

    0.05% of the 13F portfolio, value $10,342,638.

    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 772,951 shares
    Change vs previous 13F +370,041 shares

    0.06% of the 13F portfolio, value $10,790,405.

    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 402,910 shares
    Change vs previous 13F +178,774 shares

    0.03% of the 13F portfolio, value $5,797,886.

    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 224,136 shares
    Change vs previous 13F -9,614 shares

    0.02% of the 13F portfolio, value $3,568,257.

    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 233,750 shares
    Change vs previous 13F +65,251 shares

    0.03% of the 13F portfolio, value $4,137,380.

    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 168,499 shares
    Change vs previous 13F +19,110 shares

    0.03% of the 13F portfolio, value $3,511,515.

    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 149,389 shares
    Change vs previous 13F +14,374 shares

    0.02% of the 13F portfolio, value $2,760,712.

    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 135,015 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,646,299.

    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).