Skip to content
Disclosery

AE Wealth Management LLC: JANW position timeline

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

AE Wealth Management LLC held 1,038,260 JANW 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 1,038,260 shares
    Change vs previous 13F +24,968 shares

    0.19% of the 13F portfolio, value $40,154,602.

    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 1,013,292 shares
    Change vs previous 13F -1,455 shares

    0.2% of the 13F portfolio, value $36,964,901.

    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 1,014,747 shares
    Change vs previous 13F +22,853 shares

    0.22% of the 13F portfolio, value $37,555,777.

    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 991,894 shares
    Change vs previous 13F -2,399,725 shares

    0.23% of the 13F portfolio, value $35,847,050.

    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 3,391,619 shares
    Change vs previous 13F +71,336 shares

    0.87% of the 13F portfolio, value $118,482,809.

    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 3,320,283 shares
    Change vs previous 13F +112,290 shares

    0.93% of the 13F portfolio, value $110,266,598.

    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 3,207,993 shares
    Change vs previous 13F +3,173,631 shares

    0.92% of the 13F portfolio, value $107,884,805.

    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 34,362 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,131,874.

    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).