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Disclosery

AE Wealth Management LLC: JULT position timeline

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

AE Wealth Management LLC held 759 JULT 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 759 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $36,261.

    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 766 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $33,673.

    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 811 shares
    Change vs previous 13F -210 shares

    <0.01% of the 13F portfolio, value $36,396.

    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 1,021 shares
    Change vs previous 13F -4,041 shares

    <0.01% of the 13F portfolio, value $44,795.

    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 5,062 shares
    Change vs previous 13F -576 shares

    <0.01% of the 13F portfolio, value $211,339.

    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 5,638 shares
    Change vs previous 13F -803 shares

    <0.01% of the 13F portfolio, value $215,665.

    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 6,441 shares
    Change vs previous 13F -3,044 shares

    <0.01% of the 13F portfolio, value $254,145.

    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).

  8. period ended2024-09-30
    13F 9,485 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $366,963.

    13F-HR 0001697723-24-000005 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).