Skip to main content
Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

AFG holding history

American Financial Group 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.

AFG overviewAll 13F holders of AFGFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of AFG by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,434−100.0%Sold outHolders
Q1 20263,434$438.6K<0.1%−2,566−42.8%ReducedHolders
Q4 20256,000$820.0K<0.1%+2,616+77.3%AddedHolders
Q3 20253,384$493.2K<0.1%−4,433−56.7%ReducedHolders
Q2 20257,817$986.5K<0.1%−56−0.7%ReducedHolders
Q1 20257,873$1.03M<0.1%−1,177−13.0%ReducedHolders
Q4 20249,050$1.24M<0.1%+2,001+28.4%AddedHolders
Q3 20247,049$948.7K<0.1%+2,673+61.1%AddedHolders
Q2 20244,376$538.2K<0.1%+27+0.6%AddedHolders
Q1 20244,349$593.7K<0.1%−14,516−76.9%ReducedHolders
Q4 202318,865$2.27M<0.1%−3,419−15.3%ReducedHolders
Q3 202322,284$2.49M<0.1%+3,673+19.7%AddedHolders
Q2 202318,611$2.21M<0.1%+12,910+226.5%AddedHolders
Q1 20235,701$692.7K<0.1%+405+7.6%AddedHolders
Q4 20225,296$727.0K<0.1%+26+0.5%AddedHolders
Q3 20225,270$648.0K<0.1%−634−10.7%ReducedHolders
Q2 20225,904$819.0K<0.1%−367−5.9%ReducedHolders
Q1 20226,271$913.0K<0.1%+238+3.9%AddedHolders
Q4 20216,033$828.0K<0.1%+192+3.3%AddedHolders
Q3 20215,841$735.0K<0.1%+825+16.4%AddedHolders
Q2 20215,016$626.0K<0.1%+298+6.3%AddedHolders
Q1 20214,718$538.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.