AE Wealth Management LLC
- SEC CIK
- 0001697723
- Latest filing
- Aug 3, 2026
BTC holding history
Grayscale Bitcoin Mini Trust ETF in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BTC overviewAll 13F holders of BTCFull Q2 2026 holdings
- Shares (Q2 2026)
- 19,205
- Value
- $498.4K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 19,205 | $498.4K | <0.1% | +5,287+38.0% | Added | Holders |
| Q1 2026 | 13,918 | $417.4K | <0.1% | +7,450+115.2% | Added | Holders |
| Q4 2025 | 6,468 | $250.5K | <0.1% | +1,899+41.6% | Added | Holders |
| Q3 2025 | 4,569 | $231.3K | <0.1% | −30−0.7% | Reduced | Holders |
| Q2 2025 | 4,599 | $219.6K | <0.1% | +4,599 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −5,093−100.0% | Sold out | Holders |
| Q4 2024 | 5,093 | $213.2K | <0.1% | +1,441+39.5% | AddedConverted for a 1-for-5 split | Holders |
| Q3 2024 | 18,261 | $102.8K | <0.1% | +18,261 | New | Holders |