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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

CWK holding history

Cushman & Wakefield Ltd. 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.

CWK overviewAll 13F holders of CWKFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2025
Holdings of CWK by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−10,480−100.0%Sold outHolders
Q4 202510,480$169.7K<0.1%+10,480NewHolders