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
- period ended2026-06-3013F 10,253 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,206 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 52,299 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 60,338 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,824,169 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,847,290 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,849,557 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,807 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).