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Disclosery

AE Wealth Management LLC: PJUL position timeline

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

AE Wealth Management LLC held 34,027 PJUL 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 34,027 shares
    Change vs previous 13F -214 shares

    0.01% of the 13F portfolio, value $1,660,858.

    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 34,241 shares
    Change vs previous 13F -4,310 shares

    0.01% of the 13F portfolio, value $1,573,973.

    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 38,551 shares
    Change vs previous 13F +936 shares

    0.01% of the 13F portfolio, value $1,789,923.

    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 37,615 shares
    Change vs previous 13F +3,996 shares

    0.01% of the 13F portfolio, value $1,715,244.

    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 33,619 shares
    Change vs previous 13F -2,714 shares

    0.01% of the 13F portfolio, value $1,474,193.

    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 36,333 shares
    Change vs previous 13F -1,634 shares

    0.01% of the 13F portfolio, value $1,460,223.

    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 37,967 shares
    Change vs previous 13F -47,324 shares

    0.01% of the 13F portfolio, value $1,563,101.

    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 85,291 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,452,571.

    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).