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AE Wealth Management LLC: JULU position timeline

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

AE Wealth Management LLC held 18,956 JULU 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 18,956 shares
    Change vs previous 13F -1,486,411 shares

    <0.01% of the 13F portfolio, value $608,261.

    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 1,505,367 shares
    Change vs previous 13F +12,253 shares

    0.23% of the 13F portfolio, value $42,978,237.

    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 1,493,114 shares
    Change vs previous 13F +3,420 shares

    0.25% of the 13F portfolio, value $44,360,420.

    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 1,489,694 shares
    Change vs previous 13F +1,156,127 shares

    0.28% of the 13F portfolio, value $43,588,447.

    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 333,567 shares
    Change vs previous 13F -7,842 shares

    0.07% of the 13F portfolio, value $9,185,707.

    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 341,409 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,709,344.

    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).