Skip to main content

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

GL holding history

Globe Life 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.

GL overviewAll 13F holders of GLFull Q2 2026 holdings

Shares (Q2 2026)
1,377
Value
$246.1K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of GL by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,377$246.1K<0.1%+1,377NewHolders
Q1 20260$00.0%−1,566−100.0%Sold outHolders
Q4 20251,566$219.0K<0.1%+1,566NewHolders
Q3 20240$00.0%−2,695−100.0%Sold outHolders
Q2 20242,695$221.7K<0.1%−75,670−96.6%ReducedHolders
Q1 202478,365$9.12M0.1%−2,744−3.4%ReducedHolders
Q4 202381,109$10.0M0.1%+64+0.1%AddedHolders
Q3 202381,045$8.81M0.1%+610+0.8%AddedHolders
Q2 202380,435$8.82M0.1%−41,143−33.8%ReducedHolders
Q1 2023121,578$13.4M0.1%−3,042−2.4%ReducedHolders
Q4 2022124,620$15.0M0.1%+10,425+9.1%AddedHolders
Q3 2022114,195$11.4M0.1%+3,740+3.4%AddedHolders
Q2 2022110,455$10.8M0.1%−28,561−20.5%ReducedHolders
Q1 2022139,016$14.0M0.1%+45,472+48.6%AddedHolders
Q4 202193,544$8.77M0.1%+1,873+2.0%AddedHolders
Q3 202191,671$8.16M0.1%+2,115+2.4%AddedHolders
Q2 202189,556$8.53M0.1%+2,308+2.6%AddedHolders
Q1 202187,248$8.43M0.1%––Holders

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