Skip to main content

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

CRSP holding history

CRISPR Therapeutics AG 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.

CRSP overviewAll 13F holders of CRSPFull Q2 2026 holdings

Shares (Q2 2026)
3,891
Value
$212.2K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of CRSP by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,891$212.2K<0.1%+3,891NewHolders
Q1 20240$00.0%−11,907−100.0%Sold outHolders
Q4 202311,907$726.4K<0.1%+6,540+121.9%AddedHolders
Q3 20235,367$243.6K<0.1%−1,784−24.9%ReducedHolders
Q2 20237,151$401.5K<0.1%+2,582+56.5%AddedHolders
Q1 20234,569$206.7K<0.1%+4,569NewHolders
Q4 20220$00.0%−4,810−100.0%Sold outHolders
Q3 20224,810$314.0K<0.1%−537−10.0%ReducedHolders
Q2 20225,347$325.0K<0.1%+1,205+29.1%AddedHolders
Q1 20224,142$260.0K<0.1%−1,323−24.2%ReducedHolders
Q4 20215,465$414.0K<0.1%−1,444−20.9%ReducedHolders
Q3 20216,909$773.0K<0.1%+1,943+39.1%AddedHolders
Q2 20214,966$804.0K<0.1%+76+1.6%AddedHolders
Q1 20214,890$596.0K<0.1%––Holders

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