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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

SNV holding history

Synovus Financial 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.

SNV overviewAll 13F holders of SNVFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of SNV by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−10,683−100.0%Sold outHolders
Q3 202410,683$475.1K<0.1%−1,995−15.7%ReducedHolders
Q2 202412,678$509.5K<0.1%+12,678NewHolders
Q1 20240$00.0%−21,892−100.0%Sold outHolders
Q4 202321,892$849.2K<0.1%+3,164+16.9%AddedHolders
Q3 202318,728$520.6K<0.1%+4,980+36.2%AddedHolders
Q2 202313,748$415.9K<0.1%+116+0.9%AddedHolders
Q1 202313,632$420.3K<0.1%+94+0.7%AddedHolders
Q4 202213,538$508.3K<0.1%−416−3.0%ReducedHolders
Q3 202213,954$523.0K<0.1%−16,233−53.8%ReducedHolders
Q2 202230,187$1.09M<0.1%+13,803+84.2%AddedHolders
Q1 202216,384$803.0K<0.1%−39−0.2%ReducedHolders
Q4 202116,423$786.0K<0.1%−3,069−15.7%ReducedHolders
Q3 202119,492$856.0K<0.1%+2,176+12.6%AddedHolders
Q2 202117,316$760.0K<0.1%+279+1.6%AddedHolders
Q1 202117,037$779.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.