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Disclosery

AE Wealth Management LLC: GJUL position timeline

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

AE Wealth Management LLC held 7,371 GJUL 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 7,371 shares
    Change vs previous 13F -1,469 shares

    <0.01% of the 13F portfolio, value $320,565.

    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 8,840 shares
    Change vs previous 13F -8,356 shares

    <0.01% of the 13F portfolio, value $360,463.

    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 17,196 shares
    Change vs previous 13F -1,485,326 shares

    <0.01% of the 13F portfolio, value $710,722.

    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 1,502,522 shares
    Change vs previous 13F +1,502,347 shares

    0.39% of the 13F portfolio, value $60,942,292.

    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 175 shares
    Change vs previous 13F -3,214 shares

    <0.01% of the 13F portfolio, value $6,771.

    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 3,389 shares
    Change vs previous 13F -1,286 shares

    <0.01% of the 13F portfolio, value $121,830.

    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 4,675 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $171,410.

    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).