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Disclosery

AE Wealth Management LLC: JUNW position timeline

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

AE Wealth Management LLC held 2,723,158 JUNW 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 2,723,158 shares
    Change vs previous 13F +2,716,361 shares

    0.44% of the 13F portfolio, value $93,649,404.

    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 6,797 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $226,680.

    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 6,770 shares
    Change vs previous 13F -1,731 shares

    <0.01% of the 13F portfolio, value $226,035.

    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 8,501 shares
    Change vs previous 13F -5,475 shares

    <0.01% of the 13F portfolio, value $278,691.

    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 13,976 shares
    Change vs previous 13F +1,071 shares

    <0.01% of the 13F portfolio, value $445,315.

    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 12,905 shares
    Change vs previous 13F -2,567 shares

    <0.01% of the 13F portfolio, value $383,699.

    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 15,472 shares
    Change vs previous 13F -60,261 shares

    <0.01% of the 13F portfolio, value $464,624.

    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 75,733 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,240,948.

    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).