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Disclosery

AE Wealth Management LLC: JPLD position timeline

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

AE Wealth Management LLC held 83,636 JPLD 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 83,636 shares
    Change vs previous 13F +2,854 shares

    0.02% of the 13F portfolio, value $4,364,922.

    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 80,782 shares
    Change vs previous 13F +1,787 shares

    0.02% of the 13F portfolio, value $4,216,034.

    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 78,995 shares
    Change vs previous 13F +76,290 shares

    0.02% of the 13F portfolio, value $4,134,484.

    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 2,705 shares
    Change vs previous 13F +2,344 shares

    <0.01% of the 13F portfolio, value $141,945.

    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 361 shares
    Change vs previous 13F +341 shares

    <0.01% of the 13F portfolio, value $18,855.

    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 20 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $1,040.

    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 22 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,133.

    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).