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
- period ended2026-06-3013F 59,865 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 56,556 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 43,113 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 33,818 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 33,010 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 40,098 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 45,755 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 30,770 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).