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Disclosery

AE Wealth Management LLC: FTXO position timeline

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

AE Wealth Management LLC held 17,430 FTXO 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 17,430 shares
    Change vs previous 13F -486 shares

    <0.01% of the 13F portfolio, value $720,384.

    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 17,916 shares
    Change vs previous 13F -1,553 shares

    <0.01% of the 13F portfolio, value $648,005.

    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 19,469 shares
    Change vs previous 13F -15,373 shares

    <0.01% of the 13F portfolio, value $735,712.

    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 34,842 shares
    Change vs previous 13F -1,080 shares

    0.01% of the 13F portfolio, value $1,240,635.

    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 35,922 shares
    Change vs previous 13F -8,762 shares

    0.01% of the 13F portfolio, value $1,186,506.

    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 44,684 shares
    Change vs previous 13F -1,754 shares

    0.01% of the 13F portfolio, value $1,358,382.

    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 46,438 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,477,128.

    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).