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AE Wealth Management LLC: FBIN position timeline

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

AE Wealth Management LLC held 5,511 FBIN 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 5,511 shares
    Change vs previous 13F -322 shares

    <0.01% of the 13F portfolio, value $302,539.

    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 5,833 shares
    Change vs previous 13F -36 shares

    <0.01% of the 13F portfolio, value $227,298.

    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 5,869 shares
    Change vs previous 13F -5,676 shares

    <0.01% of the 13F portfolio, value $293,557.

    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 11,545 shares
    Change vs previous 13F -343 shares

    <0.01% of the 13F portfolio, value $616,412.

    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 11,888 shares
    Change vs previous 13F -236 shares

    <0.01% of the 13F portfolio, value $612,072.

    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 12,124 shares
    Change vs previous 13F +7,488 shares

    0.01% of the 13F portfolio, value $738,098.

    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 4,636 shares
    Change vs previous 13F -269 shares

    <0.01% of the 13F portfolio, value $316,757.

    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 4,905 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $439,114.

    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).