AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

PRI holding history

Primerica, 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.

PRI overview All 13F holders of PRI Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of PRI by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−811−100.0%	Sold out	Holders
Q3 2025	811	$225.4K	<0.1%	+9+1.1%	Added	Holders
Q2 2025	802	$219.6K	<0.1%	+5+0.6%	Added	Holders
Q1 2025	797	$226.8K	<0.1%	+797	New	Holders