AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CCLP holding history

CSI Compressco LP 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.

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

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of CCLP by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−17,192−100.0%	Sold out	Holders
Q1 2024	17,192	$40.1K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	17,192	$32.7K	<0.1%	+17,192	New	Holders