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Disclosery

AE Wealth Management LLC: FTCB position timeline

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

AE Wealth Management LLC held 89,149 FTCB 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 89,149 shares
    Change vs previous 13F -129,562 shares

    0.01% of the 13F portfolio, value $1,859,194.

    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 218,711 shares
    Change vs previous 13F +8,226 shares

    0.02% of the 13F portfolio, value $4,584,186.

    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 210,485 shares
    Change vs previous 13F +27,318 shares

    0.03% of the 13F portfolio, value $4,468,582.

    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 183,167 shares
    Change vs previous 13F +382 shares

    0.02% of the 13F portfolio, value $3,903,280.

    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 182,785 shares
    Change vs previous 13F -21,688 shares

    0.03% of the 13F portfolio, value $3,849,453.

    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 204,473 shares
    Change vs previous 13F +20,932 shares

    0.04% of the 13F portfolio, value $4,291,886.

    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 183,541 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,790,122.

    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).