Skip to main content
Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

LH holding history

Labcorp Holdings 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.

LH overviewAll 13F holders of LHFull Q2 2026 holdings

Shares (Q2 2026)
1,684
Value
$471.6K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of LH by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,684$471.6K<0.1%+264+18.6%AddedHolders
Q1 20261,420$378.8K<0.1%−133−8.6%ReducedHolders
Q4 20251,553$389.7K<0.1%−196−11.2%ReducedHolders
Q3 20251,749$502.2K<0.1%+513+41.5%AddedHolders
Q2 20251,236$324.5K<0.1%+129+11.7%AddedHolders
Q1 20251,107$257.6K<0.1%−53−4.6%ReducedHolders
Q4 20241,160$265.9K<0.1%+1,160NewHolders
Q3 20240$00.0%−1,173−100.0%Sold outHolders
Q2 20241,173$238.8K<0.1%+1,173NewHolders
Q1 20240$00.0%−3,162−100.0%Sold outHolders
Q4 20233,162$711.1K<0.1%−11,696−78.7%ReducedHolders
Q3 202314,858$2.99M<0.1%−3,730−20.1%ReducedHolders
Q2 202318,588$4.49M<0.1%+12,751+218.5%AddedHolders
Q1 20235,837$1.34M<0.1%+330+6.0%AddedHolders
Q4 20225,507$1.30M<0.1%+280+5.4%AddedHolders
Q3 20225,227$1.07M<0.1%+953+22.3%AddedHolders
Q2 20224,274$1.00M<0.1%+477+12.6%AddedHolders
Q1 20223,797$1.00M<0.1%+220+6.2%AddedHolders
Q4 20213,577$1.12M<0.1%+301+9.2%AddedHolders
Q3 20213,276$922.0K<0.1%−210−6.0%ReducedHolders
Q2 20213,486$962.0K<0.1%−2,447−41.2%ReducedHolders
Q1 20215,933$1.51M<0.1%––Holders

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