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Disclosery

AE Wealth Management LLC: TJUL position timeline

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

AE Wealth Management LLC held 10,340 TJUL 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 10,340 shares
    Change vs previous 13F -50,809 shares

    <0.01% of the 13F portfolio, value $312,578.

    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 61,149 shares
    Change vs previous 13F -2,138 shares

    0.01% of the 13F portfolio, value $1,795,432.

    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 63,287 shares
    Change vs previous 13F -2,150 shares

    0.01% of the 13F portfolio, value $1,872,662.

    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 65,437 shares
    Change vs previous 13F +49,877 shares

    0.01% of the 13F portfolio, value $1,916,323.

    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 15,560 shares
    Change vs previous 13F +501 shares

    <0.01% of the 13F portfolio, value $446,416.

    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 15,059 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $422,556.

    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 15,119 shares
    Change vs previous 13F -3,976 shares

    <0.01% of the 13F portfolio, value $419,855.

    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 19,095 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $523,967.

    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).