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AE Wealth Management LLC: JAAA position timeline

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

AE Wealth Management LLC held 2,980,179 JAAA 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 2,980,179 shares
    Change vs previous 13F +339,693 shares

    0.7% of the 13F portfolio, value $150,469,216.

    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 2,640,486 shares
    Change vs previous 13F +108,777 shares

    0.72% of the 13F portfolio, value $133,001,354.

    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 2,531,709 shares
    Change vs previous 13F +115,351 shares

    0.73% of the 13F portfolio, value $128,053,716.

    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 2,416,358 shares
    Change vs previous 13F +161,283 shares

    0.78% of the 13F portfolio, value $122,702,614.

    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 2,255,075 shares
    Change vs previous 13F +308,225 shares

    0.84% of the 13F portfolio, value $114,444,986.

    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 1,946,850 shares
    Change vs previous 13F +328,409 shares

    0.83% of the 13F portfolio, value $98,724,776.

    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 1,618,441 shares
    Change vs previous 13F +192,803 shares

    0.7% of the 13F portfolio, value $82,071,259.

    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 1,425,638 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $72,536,512.

    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).