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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

LTC holding history

LTC Properties 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.

LTC overviewAll 13F holders of LTCFull Q2 2026 holdings

Shares (Q2 2026)
5,491
Value
$211.1K
% of portfolio
<0.1%
Quarters held
3
Since Q2 2022
Holdings of LTC by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,491$211.1K<0.1%+5,491NewHolders
Q1 20260$00.0%−6,343−100.0%Sold outHolders
Q4 20256,343$218.1K<0.1%+6,343NewHolders
Q3 20220$00.0%−12,986−100.0%Sold outHolders
Q2 202212,986$499.0K<0.1%+12,986NewHolders