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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

ITIC holding history

Investors Title Co 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.

ITIC overviewAll 13F holders of ITICFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2025
Holdings of ITIC by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,124−100.0%Sold outHolders
Q4 20252,124$530.4K<0.1%+378+21.6%AddedHolders
Q3 20251,746$467.7K<0.1%+1,746NewHolders