AE Wealth Management LLC: SJNK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on SJNK, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 8,644 SJNK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 8,644 sharesChange vs previous 13F +2,643 shares
<0.01% of the 13F portfolio, value $216,373.
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 6,001 sharesChange vs previous 13F +2,636 shares
<0.01% of the 13F portfolio, value $149,911.
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 3,365 sharesChange vs previous 13F +424 shares
<0.01% of the 13F portfolio, value $85,209.
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 2,941 sharesChange vs previous 13F -115,228 shares
<0.01% of the 13F portfolio, value $75,294.
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 118,169 sharesChange vs previous 13F +6,292 shares
0.02% of the 13F portfolio, value $3,010,942.
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 111,877 sharesChange vs previous 13F +4,712 shares
0.02% of the 13F portfolio, value $2,814,842.
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 107,165 sharesChange vs previous 13F +8,965 shares
0.02% of the 13F portfolio, value $2,705,928.
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 98,200 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $2,528,641.
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).