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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

AFL holding history

Aflac 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.

AFL overviewAll 13F holders of AFLFull Q2 2026 holdings

Shares (Q2 2026)
16,789
Value
$1.97M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AFL by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,789$1.97M<0.1%−73−0.4%ReducedHolders
Q1 202616,862$1.85M<0.1%−1,042−5.8%ReducedHolders
Q4 202517,904$1.97M<0.1%−271,490−93.8%ReducedHolders
Q3 2025289,394$32.3M0.2%−8,739−2.9%ReducedHolders
Q2 2025298,133$31.4M0.2%+13,114+4.6%AddedHolders
Q1 2025285,019$31.7M0.3%+3,011+1.1%AddedHolders
Q4 2024282,008$29.2M0.2%+12,869+4.8%AddedHolders
Q3 2024269,139$30.1M0.3%+36,166+15.5%AddedHolders
Q2 2024232,973$20.8M0.2%+21,141+10.0%AddedHolders
Q1 2024211,832$18.2M0.2%+18,222+9.4%AddedHolders
Q4 2023193,610$16.5M0.1%+40,359+26.3%AddedHolders
Q3 2023153,251$11.8M0.1%+4,795+3.2%AddedHolders
Q2 2023148,456$10.4M0.1%+107,469+262.2%AddedHolders
Q1 202340,987$2.64M<0.1%+5,541+15.6%AddedHolders
Q4 202235,446$2.55M<0.1%+2,430+7.4%AddedHolders
Q3 202233,016$1.86M<0.1%+17,976+119.5%AddedHolders
Q2 202215,040$832.0K<0.1%−1,986−11.7%ReducedHolders
Q1 202217,026$1.10M<0.1%+845+5.2%AddedHolders
Q4 202116,181$945.0K<0.1%+262+1.6%AddedHolders
Q3 202115,919$830.0K<0.1%−39,987−71.5%ReducedHolders
Q2 202155,906$3.00M<0.1%+43,184+339.4%AddedHolders
Q1 202112,722$651.0K<0.1%––Holders

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