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Disclosery

AE Wealth Management LLC: NJUN position timeline

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

AE Wealth Management LLC held 23,395 NJUN 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 23,395 shares
    Change vs previous 13F +10,613 shares

    <0.01% of the 13F portfolio, value $768,760.

    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 12,782 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $399,785.

    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 12,782 shares
    Change vs previous 13F -406 shares

    <0.01% of the 13F portfolio, value $402,863.

    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 13,188 shares
    Change vs previous 13F -4,977 shares

    <0.01% of the 13F portfolio, value $406,190.

    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 18,165 shares
    Change vs previous 13F -2,749 shares

    <0.01% of the 13F portfolio, value $537,644.

    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 20,914 shares
    Change vs previous 13F -243 shares

    <0.01% of the 13F portfolio, value $550,461.

    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 21,157 shares
    Change vs previous 13F -4,846 shares

    <0.01% of the 13F portfolio, value $576,109.

    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 26,003 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $686,913.

    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).