Skip to main content

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

SAIA holding history

Saia 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.

SAIA overviewAll 13F holders of SAIAFull Q2 2026 holdings

Shares (Q2 2026)
547
Value
$230.4K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2022
Holdings of SAIA by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026547$230.4K<0.1%+547NewHolders
Q1 20260$00.0%−2,061−100.0%Sold outHolders
Q4 20252,061$673.0K<0.1%−137−6.2%ReducedHolders
Q3 20252,198$658.0K<0.1%−13−0.6%ReducedHolders
Q2 20252,211$605.8K<0.1%−277−11.1%ReducedHolders
Q1 20252,488$869.4K<0.1%−1,377−35.6%ReducedHolders
Q4 20243,865$1.76M<0.1%+57+1.5%AddedHolders
Q3 20243,808$1.67M<0.1%+170+4.7%AddedHolders
Q2 20243,638$1.73M<0.1%+1,477+68.3%AddedHolders
Q1 20242,161$1.26M<0.1%+1,392+181.0%AddedHolders
Q4 2023769$346.2K<0.1%+769NewHolders
Q3 20220$00.0%−2,070−100.0%Sold outHolders
Q2 20222,070$389.0K<0.1%+326+18.7%AddedHolders
Q1 20221,744$425.0K<0.1%+1,744NewHolders