Skip to content

AE Wealth Management LLC: JUNM position timeline

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

AE Wealth Management LLC held 13,450 JUNM 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 13,450 shares
    Change vs previous 13F +2,273 shares

    <0.01% of the 13F portfolio, value $471,959.

    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 11,177 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $383,370.

    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 11,184 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $382,961.

    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 11,184 shares
    Change vs previous 13F -786 shares

    <0.01% of the 13F portfolio, value $378,243.

    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 11,970 shares
    Change vs previous 13F -6,216 shares

    <0.01% of the 13F portfolio, value $398,370.

    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 18,186 shares
    Change vs previous 13F -7,316 shares

    <0.01% of the 13F portfolio, value $571,932.

    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 25,502 shares
    Change vs previous 13F -56,574 shares

    0.01% of the 13F portfolio, value $809,648.

    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 82,076 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,578,828.

    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).