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Disclosery

AE Wealth Management LLC: WWJD position timeline

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

AE Wealth Management LLC held 68,964 WWJD 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 68,964 shares
    Change vs previous 13F +7,412 shares

    0.01% of the 13F portfolio, value $2,629,597.

    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 61,552 shares
    Change vs previous 13F +16,571 shares

    0.01% of the 13F portfolio, value $2,301,423.

    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 44,981 shares
    Change vs previous 13F +10,883 shares

    0.01% of the 13F portfolio, value $1,640,900.

    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 34,098 shares
    Change vs previous 13F +7,128 shares

    0.01% of the 13F portfolio, value $1,202,466.

    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 26,970 shares
    Change vs previous 13F +8,238 shares

    0.01% of the 13F portfolio, value $924,262.

    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 18,732 shares
    Change vs previous 13F +12,319 shares

    <0.01% of the 13F portfolio, value $575,912.

    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 6,413 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $185,977.

    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).