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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

LADR holding history

Ladder Capital Corp 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.

LADR overviewAll 13F holders of LADRFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of LADR by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−55,670−100.0%Sold outHolders
Q2 202355,670$604.0K<0.1%+55,670NewHolders
Q4 20220$00.0%−169,512−100.0%Sold outHolders
Q3 2022169,512$1.52M<0.1%+21,405+14.5%AddedHolders
Q2 2022148,107$1.56M<0.1%+19,400+15.1%AddedHolders
Q1 2022128,707$1.53M<0.1%+17,602+15.8%AddedHolders
Q4 2021111,105$1.33M<0.1%+12,062+12.2%AddedHolders
Q3 202199,043$1.09M<0.1%+8,600+9.5%AddedHolders
Q2 202190,443$1.04M<0.1%+8,011+9.7%AddedHolders
Q1 202182,432$973.0K<0.1%––Holders

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