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AE Wealth Management LLC: J position timeline

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

AE Wealth Management LLC held 7,265 J 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 7,265 shares
    Change vs previous 13F -177 shares

    <0.01% of the 13F portfolio, value $915,412.

    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 7,442 shares
    Change vs previous 13F +3,935 shares

    0.01% of the 13F portfolio, value $947,266.

    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 3,507 shares
    Change vs previous 13F -128 shares

    <0.01% of the 13F portfolio, value $464,533.

    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 3,635 shares
    Change vs previous 13F +232 shares

    <0.01% of the 13F portfolio, value $544,708.

    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 3,403 shares
    Change vs previous 13F +1,100 shares

    <0.01% of the 13F portfolio, value $447,358.

    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 2,303 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $278,451.

    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 2,267 shares
    Change vs previous 13F +188 shares

    <0.01% of the 13F portfolio, value $302,951.

    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 2,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $272,090.

    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).