Skip to main content
Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

DOX holding history

Amdocs 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.

DOX overviewAll 13F holders of DOXFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of DOX by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,443−100.0%Sold outHolders
Q1 20263,443$224.7K<0.1%+3,443NewHolders
Q3 20250$00.0%−4,096−100.0%Sold outHolders
Q2 20254,096$373.7K<0.1%+177+4.5%AddedHolders
Q1 20253,919$358.6K<0.1%−4,275−52.2%ReducedHolders
Q4 20248,194$697.6K<0.1%+957+13.2%AddedHolders
Q3 20247,237$633.0K<0.1%+4,530+167.3%AddedHolders
Q2 20242,707$213.6K<0.1%+2,707NewHolders
Q1 20240$00.0%−6,346−100.0%Sold outHolders
Q4 20236,346$585.3K<0.1%−105,559−94.3%ReducedHolders
Q3 2023111,905$9.45M0.1%−5,436−4.6%ReducedHolders
Q2 2023117,341$11.6M0.1%+38,949+49.7%AddedHolders
Q1 202378,392$7.53M<0.1%−20,207−20.5%ReducedHolders
Q4 202298,599$8.96M0.1%+16,093+19.5%AddedHolders
Q3 202282,506$6.55M0.1%+19,588+31.1%AddedHolders
Q2 202262,918$5.24M<0.1%+11,666+22.8%AddedHolders
Q1 202251,252$4.21M<0.1%+13,980+37.5%AddedHolders
Q4 202137,272$2.79M<0.1%+5,508+17.3%AddedHolders
Q3 202131,764$2.40M<0.1%+3,546+12.6%AddedHolders
Q2 202128,218$2.18M<0.1%+83+0.3%AddedHolders
Q1 202128,135$1.97M<0.1%––Holders

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