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AE Wealth Management LLC: JANT position timeline

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

AE Wealth Management LLC held 10,253 JANT 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 10,253 shares
    Change vs previous 13F -25,953 shares

    <0.01% of the 13F portfolio, value $451,200.

    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 36,206 shares
    Change vs previous 13F -16,093 shares

    0.01% of the 13F portfolio, value $1,452,440.

    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 52,299 shares
    Change vs previous 13F -8,039 shares

    0.01% of the 13F portfolio, value $2,156,534.

    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 60,338 shares
    Change vs previous 13F -1,763,831 shares

    0.02% of the 13F portfolio, value $2,400,051.

    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 1,824,169 shares
    Change vs previous 13F -23,121 shares

    0.5% of the 13F portfolio, value $68,922,396.

    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 1,847,290 shares
    Change vs previous 13F -2,267 shares

    0.55% of the 13F portfolio, value $64,926,705.

    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 1,849,557 shares
    Change vs previous 13F +1,826,750 shares

    0.57% of the 13F portfolio, value $66,727,208.

    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 22,807 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $800,785.

    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).