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AE Wealth Management LLC: JBBB position timeline

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

AE Wealth Management LLC held 255,448 JBBB 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 255,448 shares
    Change vs previous 13F -16,443 shares

    0.06% of the 13F portfolio, value $12,095,592.

    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 271,891 shares
    Change vs previous 13F +60,436 shares

    0.07% of the 13F portfolio, value $12,671,554.

    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 211,455 shares
    Change vs previous 13F +66,010 shares

    0.06% of the 13F portfolio, value $10,086,460.

    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 145,445 shares
    Change vs previous 13F +20,325 shares

    0.04% of the 13F portfolio, value $7,006,123.

    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 125,120 shares
    Change vs previous 13F +17,440 shares

    0.04% of the 13F portfolio, value $6,032,074.

    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 107,680 shares
    Change vs previous 13F +21,980 shares

    0.04% of the 13F portfolio, value $5,240,870.

    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 85,700 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,213,082.

    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).