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AE Wealth Management LLC: FJAN position timeline

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

AE Wealth Management LLC held 27,887 FJAN 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 27,887 shares
    Change vs previous 13F +490 shares

    0.01% of the 13F portfolio, value $1,536,295.

    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 27,397 shares
    Change vs previous 13F +1,163 shares

    0.01% of the 13F portfolio, value $1,381,083.

    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 26,234 shares
    Change vs previous 13F +2,239 shares

    0.01% of the 13F portfolio, value $1,357,610.

    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 23,995 shares
    Change vs previous 13F -161 shares

    0.01% of the 13F portfolio, value $1,203,467.

    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 24,156 shares
    Change vs previous 13F -12,863 shares

    0.01% of the 13F portfolio, value $1,148,618.

    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 37,019 shares
    Change vs previous 13F +1,840 shares

    0.01% of the 13F portfolio, value $1,641,793.

    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 35,179 shares
    Change vs previous 13F +4,633 shares

    0.01% of the 13F portfolio, value $1,614,723.

    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 30,546 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,366,017.

    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).