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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

PERI holding history

Perion Network 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.

PERI overviewAll 13F holders of PERIFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2021
Holdings of PERI by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−15,742−100.0%Sold outHolders
Q2 202315,742$482.8K<0.1%+7,950+102.0%AddedHolders
Q1 20237,792$308.4K<0.1%+7,792NewHolders
Q2 20220$00.0%−26,307−100.0%Sold outHolders
Q1 202226,307$592.0K<0.1%−2,895−9.9%ReducedHolders
Q4 202129,202$702.0K<0.1%+29,202NewHolders