AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

JACK holding history

Jack in the Box Inc in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JACK overview All 13F holders of JACK Full Q2 2026 holdings

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of JACK by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−6,647−100.0%	Sold out	Holders
Q3 2021	6,647	$647.0K	<0.1%	+1,321+24.8%	Added	Holders
Q2 2021	5,326	$594.0K	<0.1%	+5,326	New	Holders