AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

LOB holding history

Live Oak Bancshares, 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.

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

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2021

Holdings of LOB by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−19,823−100.0%	Sold out	Holders
Q1 2022	19,823	$1.01M	<0.1%	+14,152+249.6%	Added	Holders
Q4 2021	5,671	$495.0K	<0.1%	+455+8.7%	Added	Holders
Q3 2021	5,216	$332.0K	<0.1%	+5,216	New	Holders