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AE Wealth Management LLC: UJAN position timeline

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

AE Wealth Management LLC held 4,565 UJAN 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 4,565 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $206,941.

    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 4,567 shares
    Change vs previous 13F +850 shares

    <0.01% of the 13F portfolio, value $194,143.

    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 3,717 shares
    Change vs previous 13F +1,145 shares

    <0.01% of the 13F portfolio, value $160,797.

    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 2,572 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $108,348.

    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 2,481 shares
    Change vs previous 13F -881 shares

    <0.01% of the 13F portfolio, value $100,362.

    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 3,362 shares
    Change vs previous 13F -61 shares

    <0.01% of the 13F portfolio, value $128,232.

    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 3,423 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $133,326.

    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).