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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

  1. period ended2026-06-30
    13F 35,363 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,402 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,221 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,447 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,662 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,265 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 49,978 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 76,073 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).