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AE Wealth Management LLC: FBCG position timeline

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

AE Wealth Management LLC held 102,227 FBCG 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 102,227 shares
    Change vs previous 13F +57,024 shares

    0.03% of the 13F portfolio, value $6,349,342.

    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 45,203 shares
    Change vs previous 13F +6,897 shares

    0.01% of the 13F portfolio, value $2,265,570.

    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 38,306 shares
    Change vs previous 13F +6,872 shares

    0.01% of the 13F portfolio, value $2,100,696.

    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 31,434 shares
    Change vs previous 13F +14,979 shares

    0.01% of the 13F portfolio, value $1,686,771.

    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 16,455 shares
    Change vs previous 13F +14,995 shares

    0.01% of the 13F portfolio, value $793,789.

    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 1,460 shares
    Change vs previous 13F -89,954 shares

    <0.01% of the 13F portfolio, value $58,356.

    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 91,414 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,228,803.

    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).