Skip to content
Disclosery

AE Wealth Management LLC: GBTC position timeline

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

AE Wealth Management LLC held 13,504 GBTC 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 13,504 shares
    Change vs previous 13F -564 shares

    <0.01% of the 13F portfolio, value $614,703.

    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 14,068 shares
    Change vs previous 13F -1,869 shares

    <0.01% of the 13F portfolio, value $742,228.

    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 15,937 shares
    Change vs previous 13F -625 shares

    0.01% of the 13F portfolio, value $1,089,451.

    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 16,562 shares
    Change vs previous 13F +514 shares

    0.01% of the 13F portfolio, value $1,486,771.

    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 16,048 shares
    Change vs previous 13F +604 shares

    0.01% of the 13F portfolio, value $1,361,352.

    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 15,444 shares
    Change vs previous 13F -4,840 shares

    0.01% of the 13F portfolio, value $1,006,485.

    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 20,284 shares
    Change vs previous 13F +2,037 shares

    0.01% of the 13F portfolio, value $1,501,421.

    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 18,247 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $921,475.

    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).