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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

  1. period ended2026-06-30
    13F 187,752 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 216,324 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 269,284 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 280,649 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 293,498 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 313,661 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 302,890 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 398,685 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).