AE Wealth Management LLC: PJUN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on PJUN, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 35,363 PJUN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 35,363 sharesChange vs previous 13F -1,039 shares
0.01% of the 13F portfolio, value $1,528,743.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,402 sharesChange vs previous 13F -2,819 shares
0.01% of the 13F portfolio, value $1,522,576.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,221 sharesChange vs previous 13F -3,226 shares
0.01% of the 13F portfolio, value $1,642,575.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 42,447 sharesChange vs previous 13F -1,215 shares
0.01% of the 13F portfolio, value $1,746,694.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 43,662 sharesChange vs previous 13F -1,603 shares
0.01% of the 13F portfolio, value $1,736,001.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 45,265 sharesChange vs previous 13F -4,713 shares
0.01% of the 13F portfolio, value $1,675,258.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 49,978 sharesChange vs previous 13F -26,095 shares
0.02% of the 13F portfolio, value $1,875,145.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 76,073 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,805,247.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).