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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

NWSA holding history

News 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.

NWSA overviewAll 13F holders of NWSAFull Q2 2026 holdings

Shares (Q2 2026)
207,447
Value
$5.15M
% of portfolio
<0.1%
Quarters held
4
Since Q3 2023
Holdings of NWSA by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026207,447$5.15M<0.1%+207,447NewHolders
Q2 20240$00.0%−136,365−100.0%Sold outHolders
Q1 2024136,365$3.57M<0.1%+2,371+1.8%AddedHolders
Q4 2023133,994$3.32M<0.1%−17,782−11.7%ReducedHolders
Q3 2023151,776$3.04M<0.1%+151,776NewHolders