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AE Wealth Management LLC: IBIT position timeline

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

AE Wealth Management LLC held 129,877 IBIT 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 129,877 shares
    Change vs previous 13F +4,326 shares

    0.02% of the 13F portfolio, value $4,323,610.

    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 125,551 shares
    Change vs previous 13F +6,020 shares

    0.03% of the 13F portfolio, value $4,823,678.

    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 119,531 shares
    Change vs previous 13F +12,793 shares

    0.03% of the 13F portfolio, value $5,934,714.

    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 106,738 shares
    Change vs previous 13F +53,490 shares

    0.04% of the 13F portfolio, value $6,937,971.

    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 53,248 shares
    Change vs previous 13F +30,227 shares

    0.02% of the 13F portfolio, value $3,259,310.

    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 23,021 shares
    Change vs previous 13F +8,299 shares

    0.01% of the 13F portfolio, value $1,077,613.

    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 14,722 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $781,002.

    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).