AE Wealth Management LLC: JAZZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on JAZZ, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 3,184 JAZZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 3,184 sharesChange vs previous 13F +84 shares
<0.01% of the 13F portfolio, value $767,249.
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 3,100 sharesChange vs previous 13F +369 shares
<0.01% of the 13F portfolio, value $586,054.
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 2,731 sharesChange vs previous 13F +64 shares
<0.01% of the 13F portfolio, value $464,353.
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 2,667 sharesChange vs previous 13F +162 shares
<0.01% of the 13F portfolio, value $351,508.
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 2,505 sharesChange vs previous 13F -25 shares
<0.01% of the 13F portfolio, value $265,881.
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 2,530 sharesChange vs previous 13F -763 shares
<0.01% of the 13F portfolio, value $314,098.
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 3,293 sharesChange vs previous 13F +698 shares
<0.01% of the 13F portfolio, value $405,532.
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 2,595 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $289,110.
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).