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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

COMP holding history

Compass, 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.

COMP overviewAll 13F holders of COMPFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2026
Holdings of COMP by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−12,711−100.0%Sold outHolders
Q1 202612,711$92.9K<0.1%+12,711NewHolders