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AE Wealth Management LLC: JULW position timeline

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

AE Wealth Management LLC held 18,528 JULW 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 18,528 shares
    Change vs previous 13F -798,647 shares

    <0.01% of the 13F portfolio, value $756,314.

    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 817,175 shares
    Change vs previous 13F -9,023 shares

    0.17% of the 13F portfolio, value $31,715,940.

    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 826,198 shares
    Change vs previous 13F -12,737 shares

    0.19% of the 13F portfolio, value $32,320,866.

    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 838,935 shares
    Change vs previous 13F +831,922 shares

    0.21% of the 13F portfolio, value $32,219,316.

    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 7,013 shares
    Change vs previous 13F +743 shares

    <0.01% of the 13F portfolio, value $260,673.

    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 6,270 shares
    Change vs previous 13F -1,252 shares

    <0.01% of the 13F portfolio, value $216,102.

    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 7,522 shares
    Change vs previous 13F -1,327,771 shares

    <0.01% of the 13F portfolio, value $263,756.

    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 1,335,293 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $46,118,894.

    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).