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AE Wealth Management LLC: TJX position timeline

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

AE Wealth Management LLC held 42,987 TJX 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 42,987 shares
    Change vs previous 13F +2,786 shares

    0.03% of the 13F portfolio, value $6,512,378.

    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 40,201 shares
    Change vs previous 13F +8,443 shares

    0.03% of the 13F portfolio, value $6,420,555.

    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 31,758 shares
    Change vs previous 13F -196,895 shares

    0.03% of the 13F portfolio, value $4,878,416.

    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 228,653 shares
    Change vs previous 13F +7,677 shares

    0.21% of the 13F portfolio, value $33,049,528.

    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 220,976 shares
    Change vs previous 13F +5,586 shares

    0.2% of the 13F portfolio, value $27,288,390.

    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 215,390 shares
    Change vs previous 13F +2,039 shares

    0.22% of the 13F portfolio, value $26,234,303.

    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 213,351 shares
    Change vs previous 13F +13,071 shares

    0.22% of the 13F portfolio, value $25,775,022.

    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 200,280 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $23,541,112.

    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).