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Disclosery

AE Wealth Management LLC: JBHT position timeline

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

AE Wealth Management LLC held 3,355 JBHT 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 3,355 shares
    Change vs previous 13F -74 shares

    <0.01% of the 13F portfolio, value $971,246.

    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 3,429 shares
    Change vs previous 13F -723 shares

    <0.01% of the 13F portfolio, value $726,804.

    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 4,152 shares
    Change vs previous 13F -121,677 shares

    <0.01% of the 13F portfolio, value $807,046.

    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 125,829 shares
    Change vs previous 13F +3,890 shares

    0.11% of the 13F portfolio, value $16,882,966.

    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 121,939 shares
    Change vs previous 13F +4,917 shares

    0.13% of the 13F portfolio, value $17,510,529.

    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 117,022 shares
    Change vs previous 13F +3,125 shares

    0.15% of the 13F portfolio, value $17,313,483.

    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 113,897 shares
    Change vs previous 13F +3,715 shares

    0.16% of the 13F portfolio, value $19,437,804.

    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 110,182 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $18,987,815.

    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).