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Disclosery

AE Wealth Management LLC: SJM position timeline

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

AE Wealth Management LLC held 60,254 SJM 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 60,254 shares
    Change vs previous 13F +6,156 shares

    0.03% of the 13F portfolio, value $6,778,619.

    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 54,098 shares
    Change vs previous 13F +10,034 shares

    0.03% of the 13F portfolio, value $5,217,328.

    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 44,064 shares
    Change vs previous 13F +4,312 shares

    0.02% of the 13F portfolio, value $4,310,114.

    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 39,752 shares
    Change vs previous 13F +4,666 shares

    0.03% of the 13F portfolio, value $4,317,243.

    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 35,086 shares
    Change vs previous 13F +2,350 shares

    0.03% of the 13F portfolio, value $3,445,647.

    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 32,736 shares
    Change vs previous 13F +3,967 shares

    0.03% of the 13F portfolio, value $3,876,480.

    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 28,769 shares
    Change vs previous 13F +5,999 shares

    0.03% of the 13F portfolio, value $3,167,945.

    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 22,770 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,757,333.

    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).