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Disclosery

AE Wealth Management LLC: FBTC position timeline

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

AE Wealth Management LLC held 28,184 FBTC 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 28,184 shares
    Change vs previous 13F +4,820 shares

    0.01% of the 13F portfolio, value $1,438,796.

    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 23,364 shares
    Change vs previous 13F +2,411 shares

    0.01% of the 13F portfolio, value $1,379,177.

    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 20,953 shares
    Change vs previous 13F -2,058 shares

    0.01% of the 13F portfolio, value $1,597,276.

    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 23,011 shares
    Change vs previous 13F +9,055 shares

    0.01% of the 13F portfolio, value $2,296,738.

    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 13,956 shares
    Change vs previous 13F -1,069 shares

    0.01% of the 13F portfolio, value $1,311,757.

    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 15,025 shares
    Change vs previous 13F +2,916 shares

    0.01% of the 13F portfolio, value $1,081,369.

    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 12,109 shares
    Change vs previous 13F -407 shares

    0.01% of the 13F portfolio, value $987,852.

    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 12,516 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $695,013.

    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).