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Disclosery

AE Wealth Management LLC: FJUL position timeline

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

AE Wealth Management LLC held 11,233 FJUL 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 11,233 shares
    Change vs previous 13F +466 shares

    <0.01% of the 13F portfolio, value $668,812.

    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 10,767 shares
    Change vs previous 13F -147 shares

    <0.01% of the 13F portfolio, value $589,171.

    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 10,914 shares
    Change vs previous 13F -422 shares

    <0.01% of the 13F portfolio, value $610,265.

    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 11,336 shares
    Change vs previous 13F -232 shares

    <0.01% of the 13F portfolio, value $620,419.

    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 11,568 shares
    Change vs previous 13F -7,947 shares

    <0.01% of the 13F portfolio, value $598,523.

    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 19,515 shares
    Change vs previous 13F -937 shares

    0.01% of the 13F portfolio, value $929,576.

    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 20,452 shares
    Change vs previous 13F -679 shares

    0.01% of the 13F portfolio, value $1,001,483.

    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 21,131 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,016,609.

    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).