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Disclosery

AE Wealth Management LLC: IJJ position timeline

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

AE Wealth Management LLC held 4,949 IJJ 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 4,949 shares
    Change vs previous 13F -6,097 shares

    <0.01% of the 13F portfolio, value $731,114.

    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 11,046 shares
    Change vs previous 13F +269 shares

    0.01% of the 13F portfolio, value $1,463,656.

    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 10,777 shares
    Change vs previous 13F -253 shares

    0.01% of the 13F portfolio, value $1,418,220.

    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 11,030 shares
    Change vs previous 13F -1,759 shares

    0.01% of the 13F portfolio, value $1,430,823.

    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 12,789 shares
    Change vs previous 13F -34,766 shares

    0.01% of the 13F portfolio, value $1,580,512.

    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 47,555 shares
    Change vs previous 13F +45,239 shares

    0.05% of the 13F portfolio, value $5,693,818.

    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 2,316 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $289,381.

    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 2,299 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $284,165.

    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).