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Disclosery

AE Wealth Management LLC: ZJUL position timeline

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

AE Wealth Management LLC held 1,810 ZJUL 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 1,810 shares
    Change vs previous 13F +287 shares

    <0.01% of the 13F portfolio, value $54,246.

    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 1,523 shares
    Change vs previous 13F -204 shares

    <0.01% of the 13F portfolio, value $44,273.

    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 1,727 shares
    Change vs previous 13F -83,303 shares

    <0.01% of the 13F portfolio, value $50,195.

    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 85,030 shares
    Change vs previous 13F -5,252 shares

    0.02% of the 13F portfolio, value $2,442,912.

    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 90,282 shares
    Change vs previous 13F +88,145 shares

    0.02% of the 13F portfolio, value $2,544,147.

    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 2,137 shares
    Change vs previous 13F -10,180 shares

    <0.01% of the 13F portfolio, value $57,208.

    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 12,317 shares
    Change vs previous 13F -80,197 shares

    <0.01% of the 13F portfolio, value $333,123.

    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 92,514 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,477,525.

    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).