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Disclosery

AE Wealth Management LLC: FBT position timeline

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

AE Wealth Management LLC held 4,984 FBT 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 4,984 shares
    Change vs previous 13F -5,972 shares

    0.01% of the 13F portfolio, value $1,235,528.

    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 10,956 shares
    Change vs previous 13F -262 shares

    0.01% of the 13F portfolio, value $2,200,274.

    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 11,218 shares
    Change vs previous 13F +467 shares

    0.01% of the 13F portfolio, value $2,316,659.

    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 10,751 shares
    Change vs previous 13F -312 shares

    0.01% of the 13F portfolio, value $1,927,476.

    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 11,063 shares
    Change vs previous 13F -1,226 shares

    0.01% of the 13F portfolio, value $1,784,822.

    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 12,289 shares
    Change vs previous 13F -436 shares

    0.02% of the 13F portfolio, value $2,090,466.

    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 12,725 shares
    Change vs previous 13F -1,030 shares

    0.02% of the 13F portfolio, value $2,115,002.

    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 13,755 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,364,897.

    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).