Skip to content
Disclosery

AE Wealth Management LLC: JBND position timeline

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

AE Wealth Management LLC held 53,681 JBND 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 53,681 shares
    Change vs previous 13F -42,984 shares

    0.01% of the 13F portfolio, value $2,871,910.

    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 96,665 shares
    Change vs previous 13F +12,874 shares

    0.03% of the 13F portfolio, value $5,197,694.

    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 83,791 shares
    Change vs previous 13F +31,742 shares

    0.03% of the 13F portfolio, value $4,530,575.

    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 52,049 shares
    Change vs previous 13F +40,828 shares

    0.02% of the 13F portfolio, value $2,818,974.

    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 11,221 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $601,333.

    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).