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Disclosery

AE Wealth Management LLC: QJUN position timeline

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

AE Wealth Management LLC held 2,753 QJUN 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 2,753 shares
    Change vs previous 13F +2,398 shares

    <0.01% of the 13F portfolio, value $93,013.

    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 355 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,092.

    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 355 shares
    Change vs previous 13F -8,700 shares

    <0.01% of the 13F portfolio, value $11,303.

    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 9,055 shares
    Change vs previous 13F +936 shares

    <0.01% of the 13F portfolio, value $281,701.

    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 8,119 shares
    Change vs previous 13F -13,792 shares

    <0.01% of the 13F portfolio, value $240,079.

    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 21,911 shares
    Change vs previous 13F -1,641 shares

    <0.01% of the 13F portfolio, value $579,546.

    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 23,552 shares
    Change vs previous 13F -8,326 shares

    0.01% of the 13F portfolio, value $660,163.

    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 31,878 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $861,025.

    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).