AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

DK holding history

Delek US Holdings, 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.

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

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2022

Holdings of DK by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−17,941−100.0%	Sold out	Holders
Q3 2023	17,941	$509.7K	<0.1%	+17,941	New	Holders
Q3 2022	0	$0	0.0%	−18,615−100.0%	Sold out	Holders
Q2 2022	18,615	$481.0K	<0.1%	+18,615	New	Holders