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
- period ended2026-06-3013F 27,887 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,397 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,234 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23,995 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,156 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,019 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 35,179 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 30,546 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).