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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

NICE holding history

NICE Ltd. 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.

NICE overviewAll 13F holders of NICEFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of NICE by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−1,601−100.0%Sold outHolders
Q4 20231,601$342.7K<0.1%−778−32.7%ReducedHolders
Q3 20232,379$404.4K<0.1%+781+48.9%AddedHolders
Q2 20231,598$330.0K<0.1%−5,348−77.0%ReducedHolders
Q1 20236,946$1.59M<0.1%+1,149+19.8%AddedHolders
Q4 20225,797$1.11M<0.1%−1,852−24.2%ReducedHolders
Q3 20227,649$1.44M<0.1%+7,649NewHolders
Q3 20210$00.0%−4,148−100.0%Sold outHolders
Q2 20214,148$1.03M<0.1%+810+24.3%AddedHolders
Q1 20213,338$728.0K<0.1%––Holders

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