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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

CLF holding history

Cleveland-Cliffs 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.

CLF overviewAll 13F holders of CLFFull Q2 2026 holdings

Shares (Q2 2026)
19,317
Value
$181.4K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of CLF by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,317$181.4K<0.1%+497+2.6%AddedHolders
Q1 202618,820$159.0K<0.1%−21,479−53.3%ReducedHolders
Q4 202540,299$535.2K<0.1%+2,647+7.0%AddedHolders
Q3 202537,652$459.4K<0.1%−857−2.2%ReducedHolders
Q2 202538,509$292.7K<0.1%+38,509NewHolders
Q1 20250$00.0%−23,953−100.0%Sold outHolders
Q4 202423,953$225.2K<0.1%+10,758+81.5%AddedHolders
Q3 202413,195$168.5K<0.1%+1,511+12.9%AddedHolders
Q2 202411,684$179.8K<0.1%−369−3.1%ReducedHolders
Q1 202412,053$274.1K<0.1%−8,775−42.1%ReducedHolders
Q4 202320,828$383.7K<0.1%+1,004+5.1%AddedHolders
Q3 202319,824$309.8K<0.1%+845+4.5%AddedHolders
Q2 202318,979$318.1K<0.1%−3,651−16.1%ReducedHolders
Q1 202322,630$414.8K<0.1%+11,818+109.3%AddedHolders
Q4 202210,812$174.2K<0.1%−925−7.9%ReducedHolders
Q3 202211,737$158.0K<0.1%−57,226−83.0%ReducedHolders
Q2 202268,963$1.06M<0.1%+60,166+683.9%AddedHolders
Q1 20228,797$283.0K<0.1%−26,583−75.1%ReducedHolders
Q4 202135,380$770.0K<0.1%+9,274+35.5%AddedHolders
Q3 202126,106$517.0K<0.1%+26,106NewHolders
Q2 20210$00.0%−25,780−100.0%Sold outHolders
Q1 202125,780$518.0K<0.1%––Holders

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