AE Wealth Management LLC: GJUN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on GJUN, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 7,647 GJUN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 7,647 sharesChange vs previous 13F -1 shares
<0.01% of the 13F portfolio, value $314,980.
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 7,648 sharesChange vs previous 13F -70 shares
<0.01% of the 13F portfolio, value $301,484.
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 7,718 sharesChange vs previous 13F -1,167 shares
<0.01% of the 13F portfolio, value $305,631.
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 8,885 sharesChange vs previous 13F -1,493 shares
<0.01% of the 13F portfolio, value $345,429.
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 10,378 sharesChange vs previous 13F -5,810 shares
<0.01% of the 13F portfolio, value $390,213.
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 16,188 sharesChange vs previous 13F -8,827 shares
<0.01% of the 13F portfolio, value $569,332.
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 25,015 sharesChange vs previous 13F -2,581,378 shares
0.01% of the 13F portfolio, value $900,540.
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 2,606,393 sharesChange vs previous 13F not available
0.84% of the 13F portfolio, value $92,318,437.
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).