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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

OLED holding history

Universal Display 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.

OLED overviewAll 13F holders of OLEDFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q3 2021
Holdings of OLED by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−7,722−100.0%Sold outHolders
Q4 20257,722$901.8K<0.1%+3,794+96.6%AddedHolders
Q3 20253,928$564.2K<0.1%+3,928NewHolders
Q4 20240$00.0%−1,059−100.0%Sold outHolders
Q3 20241,059$222.3K<0.1%+1,059NewHolders
Q4 20230$00.0%−2,897−100.0%Sold outHolders
Q3 20232,897$454.8K<0.1%+36+1.3%AddedHolders
Q2 20232,861$412.4K<0.1%+29+1.0%AddedHolders
Q1 20232,832$439.3K<0.1%−3−0.1%ReducedHolders
Q4 20222,835$306.3K<0.1%−14−0.5%ReducedHolders
Q3 20222,849$269.0K<0.1%+6+0.2%AddedHolders
Q2 20222,843$288.0K<0.1%+8+0.3%AddedHolders
Q1 20222,835$473.0K<0.1%−9−0.3%ReducedHolders
Q4 20212,844$469.0K<0.1%−59−2.0%ReducedHolders
Q3 20212,903$496.0K<0.1%+2,903NewHolders