Skip to content
Disclosery

AE Wealth Management LLC: PJAN position timeline

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

AE Wealth Management LLC held 43,784 PJAN 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 43,784 shares
    Change vs previous 13F -1,155 shares

    0.01% of the 13F portfolio, value $2,166,870.

    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 44,939 shares
    Change vs previous 13F -1,781 shares

    0.01% of the 13F portfolio, value $2,073,036.

    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 46,720 shares
    Change vs previous 13F +1,002 shares

    0.01% of the 13F portfolio, value $2,196,774.

    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 45,718 shares
    Change vs previous 13F +2,397 shares

    0.01% of the 13F portfolio, value $2,093,656.

    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 43,321 shares
    Change vs previous 13F -13,185 shares

    0.01% of the 13F portfolio, value $1,908,290.

    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 56,506 shares
    Change vs previous 13F +12,051 shares

    0.02% of the 13F portfolio, value $2,343,304.

    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 44,455 shares
    Change vs previous 13F +219 shares

    0.02% of the 13F portfolio, value $1,878,224.

    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 44,236 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,827,832.

    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).