AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

IPG holding history

Interpublic Group of Companies, 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 19; Since Q1 2021

Holdings of IPG by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−12,092−100.0%	Sold out	Holders
Q3 2025	12,092	$337.5K	<0.1%	+540+4.7%	Added	Holders
Q2 2025	11,552	$282.8K	<0.1%	−398,799−97.2%	Reduced	Holders
Q1 2025	410,351	$11.1M	0.1%	−68,823−14.4%	Reduced	Holders
Q4 2024	479,174	$13.4M	0.1%	+35,602+8.0%	Added	Holders
Q3 2024	443,572	$14.0M	0.1%	−87,261−16.4%	Reduced	Holders
Q2 2024	530,833	$15.4M	0.2%	+29,291+5.8%	Added	Holders
Q1 2024	501,542	$16.4M	0.2%	−54,098−9.7%	Reduced	Holders
Q4 2023	555,640	$18.3M	0.1%	+54,858+11.0%	Added	Holders
Q3 2023	500,782	$14.4M	0.1%	−7,642−1.5%	Reduced	Holders
Q2 2023	508,424	$19.6M	0.1%	−21,138−4.0%	Reduced	Holders
Q1 2023	529,562	$19.7M	0.1%	−10,964−2.0%	Reduced	Holders
Q4 2022	540,526	$18.0M	0.1%	+48,689+9.9%	Added	Holders
Q3 2022	491,837	$12.6M	0.1%	+191,268+63.6%	Added	Holders
Q2 2022	300,569	$8.28M	0.1%	+96,624+47.4%	Added	Holders
Q1 2022	203,945	$7.23M	<0.1%	+30,378+17.5%	Added	Holders
Q4 2021	173,567	$6.50M	<0.1%	+14,849+9.4%	Added	Holders
Q3 2021	158,718	$5.82M	<0.1%	+16,286+11.4%	Added	Holders
Q2 2021	142,432	$4.63M	<0.1%	+33,410+30.6%	Added	Holders
Q1 2021	109,022	$3.18M	<0.1%	–	–	Holders

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