AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

LKFN holding history

Lakeland Financial 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.

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

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2022

Holdings of LKFN by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−8,707−100.0%	Sold out	Holders
Q1 2023	8,707	$545.4K	<0.1%	+1,509+21.0%	Added	Holders
Q4 2022	7,198	$525.2K	<0.1%	+544+8.2%	Added	Holders
Q3 2022	6,654	$484.0K	<0.1%	+6,654	New	Holders