AE Wealth Management LLC: JNK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on JNK, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 20,469 JNK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 20,469 sharesChange vs previous 13F +11,573 shares
0.01% of the 13F portfolio, value $1,972,648.
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 8,896 sharesChange vs previous 13F +3,914 shares
<0.01% of the 13F portfolio, value $851,575.
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 4,982 sharesChange vs previous 13F -7,774 shares
<0.01% of the 13F portfolio, value $484,258.
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 12,756 sharesChange vs previous 13F +3,144 shares
0.01% of the 13F portfolio, value $1,249,931.
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 9,612 sharesChange vs previous 13F +5,476 shares
0.01% of the 13F portfolio, value $934,996.
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 4,136 sharesChange vs previous 13F -10,495 shares
<0.01% of the 13F portfolio, value $394,187.
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 14,631 sharesChange vs previous 13F +8,544 shares
0.01% of the 13F portfolio, value $1,396,826.
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 6,087 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $595,233.
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).