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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

FIS holding history

Fidelity National Information Services, 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.

FIS overviewAll 13F holders of FISFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of FIS by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3,045−100.0%Sold outHolders
Q4 20253,045$202.4K<0.1%+3,045NewHolders
Q2 20240$00.0%−2,703−100.0%Sold outHolders
Q1 20242,703$200.5K<0.1%−38,870−93.5%ReducedHolders
Q4 202341,573$2.64M<0.1%+29,893+255.9%AddedHolders
Q3 202311,680$645.6K<0.1%+2,994+34.5%AddedHolders
Q2 20238,686$475.1K<0.1%−75,674−89.7%ReducedHolders
Q1 202384,360$4.58M<0.1%−25,247−23.0%ReducedHolders
Q4 2022109,607$7.44M0.1%+80,555+277.3%AddedHolders
Q3 202229,052$2.19M<0.1%−6,115−17.4%ReducedHolders
Q2 202235,167$3.22M<0.1%+4,981+16.5%AddedHolders
Q1 202230,186$3.03M<0.1%+13,366+79.5%AddedHolders
Q4 202116,820$1.84M<0.1%−2,062−10.9%ReducedHolders
Q3 202118,882$2.30M<0.1%+3,760+24.9%AddedHolders
Q2 202115,122$2.14M<0.1%+1,761+13.2%AddedHolders
Q1 202113,361$1.88M<0.1%––Holders

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