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Disclosery

AE Wealth Management LLC: JSI position timeline

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

AE Wealth Management LLC held 384,496 JSI 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 384,496 shares
    Change vs previous 13F -26,085 shares

    0.09% of the 13F portfolio, value $19,690,033.

    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 410,581 shares
    Change vs previous 13F +90,778 shares

    0.11% of the 13F portfolio, value $21,165,633.

    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 319,803 shares
    Change vs previous 13F +103,177 shares

    0.1% of the 13F portfolio, value $16,648,890.

    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 216,626 shares
    Change vs previous 13F +26,687 shares

    0.07% of the 13F portfolio, value $11,323,064.

    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 189,939 shares
    Change vs previous 13F +27,309 shares

    0.07% of the 13F portfolio, value $9,994,521.

    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 162,630 shares
    Change vs previous 13F +30,807 shares

    0.07% of the 13F portfolio, value $8,513,640.

    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 131,823 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,829,846.

    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).