AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CRC holding history

California Resources Corp 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.

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

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2025

Holdings of CRC by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−4,005−100.0%	Sold out	Holders
Q1 2026	4,005	$277.3K	<0.1%	+4,005	New	Holders
Q4 2025	0	$0	0.0%	−4,671−100.0%	Sold out	Holders
Q3 2025	4,671	$248.4K	<0.1%	+4,671	New	Holders