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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

BLK holding history

BlackRock, 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.

BLK overviewAll 13F holders of BLKFull Q2 2026 holdings

Shares (Q2 2026)
3,152
Value
$3.03M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of BLK by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,152$3.03M<0.1%+185+6.2%AddedHolders
Q1 20262,967$2.85M<0.1%+360+13.8%AddedHolders
Q4 20252,607$2.79M<0.1%+320+14.0%AddedHolders
Q3 20252,287$2.67M<0.1%+358+18.6%AddedHolders
Q2 20251,929$2.02M<0.1%+397+25.9%AddedHolders
Q1 20251,532$1.45M<0.1%+223+17.0%AddedHolders
Q4 20241,309$1.34M<0.1%+1,309NewHolders
Q3 20240$00.0%−1,162−100.0%Sold outHolders
Q2 20241,162$915.0K<0.1%+193+19.9%AddedHolders
Q1 2024969$808.4K<0.1%−5,262−84.4%ReducedHolders
Q4 20236,231$4.91M<0.1%+1,382+28.5%AddedHolders
Q3 20234,849$3.13M<0.1%+236+5.1%AddedHolders
Q2 20234,613$3.19M<0.1%−2,574−35.8%ReducedHolders
Q1 20237,187$4.81M<0.1%+1,265+21.4%AddedHolders
Q4 20225,922$4.20M<0.1%−2,150−26.6%ReducedHolders
Q3 20228,072$4.44M<0.1%+2,655+49.0%AddedHolders
Q2 20225,417$3.30M<0.1%+755+16.2%AddedHolders
Q1 20224,662$3.56M<0.1%+96+2.1%AddedHolders
Q4 20214,566$4.18M<0.1%+231+5.3%AddedHolders
Q3 20214,335$3.63M<0.1%+178+4.3%AddedHolders
Q2 20214,157$3.64M<0.1%+285+7.4%AddedHolders
Q1 20213,872$2.92M<0.1%––Holders

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