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Disclosery

AE Wealth Management LLC: FBOT position timeline

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

AE Wealth Management LLC held 41,682 FBOT 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 41,682 shares
    Change vs previous 13F +4,069 shares

    0.01% of the 13F portfolio, value $1,650,510.

    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 37,613 shares
    Change vs previous 13F +4,760 shares

    0.01% of the 13F portfolio, value $1,245,304.

    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 32,853 shares
    Change vs previous 13F +5,677 shares

    0.01% of the 13F portfolio, value $1,095,242.

    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 27,176 shares
    Change vs previous 13F +13,878 shares

    0.01% of the 13F portfolio, value $890,161.

    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 13,298 shares
    Change vs previous 13F +12,872 shares

    <0.01% of the 13F portfolio, value $398,678.

    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 426 shares
    Change vs previous 13F -29 shares

    <0.01% of the 13F portfolio, value $11,063.

    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 455 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,845.

    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).