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AE Wealth Management LLC: FJUN position timeline

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

AE Wealth Management LLC held 5,167 FJUN 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 5,167 shares
    Change vs previous 13F +265 shares

    <0.01% of the 13F portfolio, value $309,762.

    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 4,902 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $276,978.

    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 4,902 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $279,708.

    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 4,906 shares
    Change vs previous 13F -140 shares

    <0.01% of the 13F portfolio, value $274,491.

    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 5,046 shares
    Change vs previous 13F -9,199 shares

    <0.01% of the 13F portfolio, value $270,819.

    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 14,245 shares
    Change vs previous 13F -4,260 shares

    0.01% of the 13F portfolio, value $710,683.

    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 18,505 shares
    Change vs previous 13F +43 shares

    0.01% of the 13F portfolio, value $950,787.

    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 18,462 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $932,700.

    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).