AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

EVH holding history

Evolent Health, 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.

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

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of EVH by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−17,751−100.0%	Sold out	Holders
Q1 2023	17,751	$576.0K	<0.1%	+17,751	New	Holders
Q1 2022	0	$0	0.0%	−26,701−100.0%	Sold out	Holders
Q4 2021	26,701	$739.0K	<0.1%	+26,701	New	Holders