AE Wealth Management LLC: JAJL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on JAJL, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 187,752 JAJL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 187,752 sharesChange vs previous 13F -28,572 shares
0.03% of the 13F portfolio, value $5,615,662.
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 216,324 sharesChange vs previous 13F -52,960 shares
0.03% of the 13F portfolio, value $6,288,539.
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 269,284 sharesChange vs previous 13F -11,365 shares
0.04% of the 13F portfolio, value $7,825,393.
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 280,649 sharesChange vs previous 13F -12,849 shares
0.05% of the 13F portfolio, value $8,040,594.
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 293,498 sharesChange vs previous 13F -20,163 shares
0.06% of the 13F portfolio, value $8,267,839.
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 313,661 sharesChange vs previous 13F +10,771 shares
0.07% of the 13F portfolio, value $8,522,169.
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 302,890 sharesChange vs previous 13F -95,795 shares
0.07% of the 13F portfolio, value $8,259,810.
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 398,685 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $10,636,916.
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).