AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

ELS holding history

Equity Lifestyle Properties 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of ELS by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−4,249−100.0%	Sold out	Holders
Q3 2025	4,249	$257.9K	<0.1%	+44+1.0%	Added	Holders
Q2 2025	4,205	$259.4K	<0.1%	−367−8.0%	Reduced	Holders
Q1 2025	4,572	$305.0K	<0.1%	+4,572	New	Holders