Skip to main content

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

APAM holding history

Artisan Partners Asset Management 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.

APAM overviewAll 13F holders of APAMFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2021
Holdings of APAM by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−5,144−100.0%Sold outHolders
Q4 20255,144$209.6K<0.1%−1,553−23.2%ReducedHolders
Q3 20256,697$290.7K<0.1%+857+14.7%AddedHolders
Q2 20255,840$258.9K<0.1%+454+8.4%AddedHolders
Q1 20255,386$210.6K<0.1%+5,386NewHolders
Q4 20210$00.0%−4,559−100.0%Sold outHolders
Q3 20214,559$223.0K<0.1%+4,559NewHolders