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AE Wealth Management LLC: JBLU position timeline

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

AE Wealth Management LLC held 59,865 JBLU 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 59,865 shares
    Change vs previous 13F +3,309 shares

    <0.01% of the 13F portfolio, value $343,024.

    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 56,556 shares
    Change vs previous 13F +13,443 shares

    <0.01% of the 13F portfolio, value $249,980.

    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 43,113 shares
    Change vs previous 13F +9,295 shares

    <0.01% of the 13F portfolio, value $196,164.

    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 33,818 shares
    Change vs previous 13F +808 shares

    <0.01% of the 13F portfolio, value $166,386.

    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 33,010 shares
    Change vs previous 13F -7,088 shares

    <0.01% of the 13F portfolio, value $139,633.

    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 40,098 shares
    Change vs previous 13F -5,657 shares

    <0.01% of the 13F portfolio, value $193,274.

    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 45,755 shares
    Change vs previous 13F +14,985 shares

    <0.01% of the 13F portfolio, value $359,635.

    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 30,770 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $201,850.

    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).