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Disclosery

AE Wealth Management LLC: DJUN position timeline

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

AE Wealth Management LLC held 1,010 DJUN 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 1,010 shares
    Change vs previous 13F +700 shares

    <0.01% of the 13F portfolio, value $49,773.

    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 310 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $14,582.

    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 313 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $14,818.

    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 313 shares
    Change vs previous 13F -575 shares

    <0.01% of the 13F portfolio, value $14,555.

    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 888 shares
    Change vs previous 13F -7,570 shares

    <0.01% of the 13F portfolio, value $39,979.

    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 8,458 shares
    Change vs previous 13F -11,837 shares

    <0.01% of the 13F portfolio, value $355,098.

    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 20,295 shares
    Change vs previous 13F -9,523 shares

    0.01% of the 13F portfolio, value $878,372.

    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 29,818 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,268,965.

    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).