AE Wealth Management LLC: FJP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on FJP, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 15,897 FJP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 15,897 sharesChange vs previous 13F -1,545 shares
0.01% of the 13F portfolio, value $1,213,343.
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 17,442 sharesChange vs previous 13F -2,088 shares
0.01% of the 13F portfolio, value $1,266,307.
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 19,530 sharesChange vs previous 13F -1,381 shares
0.01% of the 13F portfolio, value $1,311,907.
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 20,911 sharesChange vs previous 13F -1,042 shares
0.01% of the 13F portfolio, value $1,362,697.
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 21,953 sharesChange vs previous 13F -5,729 shares
0.01% of the 13F portfolio, value $1,311,047.
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 27,682 sharesChange vs previous 13F -1,466 shares
0.01% of the 13F portfolio, value $1,517,504.
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 29,148 sharesChange vs previous 13F -12 shares
0.01% of the 13F portfolio, value $1,506,344.
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 29,160 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,581,825.
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).