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Disclosery

AE Wealth Management LLC: JQUA position timeline

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

AE Wealth Management LLC held 523 JQUA 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 523 shares
    Change vs previous 13F -1,789 shares

    <0.01% of the 13F portfolio, value $37,802.

    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 2,312 shares
    Change vs previous 13F -19,883 shares

    <0.01% of the 13F portfolio, value $141,771.

    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 22,195 shares
    Change vs previous 13F +19,080 shares

    0.01% of the 13F portfolio, value $1,402,304.

    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 3,115 shares
    Change vs previous 13F +1,338 shares

    <0.01% of the 13F portfolio, value $195,964.

    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 1,777 shares
    Change vs previous 13F +187 shares

    <0.01% of the 13F portfolio, value $106,709.

    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 1,590 shares
    Change vs previous 13F +84 shares

    <0.01% of the 13F portfolio, value $89,787.

    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 1,506 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $86,249.

    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).