Skip to main content

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

TEAM holding history

Atlassian 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.

TEAM overviewAll 13F holders of TEAMFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of TEAM by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−4,938−100.0%Sold outHolders
Q4 20254,938$800.7K<0.1%−394−7.4%ReducedHolders
Q3 20255,332$851.6K<0.1%−338−6.0%ReducedHolders
Q2 20255,670$1.15M<0.1%−538−8.7%ReducedHolders
Q1 20256,208$1.32M<0.1%−1,439−18.8%ReducedHolders
Q4 20247,647$1.86M<0.1%−3,205−29.5%ReducedHolders
Q3 202410,852$1.72M<0.1%−1,886−14.8%ReducedHolders
Q2 202412,738$2.25M<0.1%+174+1.4%AddedHolders
Q1 202412,564$2.45M<0.1%−37,987−75.1%ReducedHolders
Q4 202350,551$12.5M0.1%−3,483−6.4%ReducedHolders
Q3 202354,034$10.9M0.1%+522+1.0%AddedHolders
Q2 202353,512$8.98M0.1%+17,177+47.3%AddedHolders
Q1 202336,335$6.22M<0.1%+9,488+35.3%AddedHolders
Q4 202226,847$3.45M<0.1%−4,289−13.8%ReducedHolders
Q3 202231,136$6.56M0.1%+2,584+9.1%AddedHolders
Q2 202228,552$5.35M<0.1%+8,821+44.7%AddedHolders
Q1 202219,731$5.80M<0.1%−1,118−5.4%ReducedHolders
Q4 202120,849$7.95M0.1%−1,571−7.0%ReducedHolders
Q3 202122,420$8.78M0.1%+1,104+5.2%AddedHolders
Q2 202121,316$5.47M<0.1%+1,930+10.0%AddedHolders
Q1 202119,386$4.09M<0.1%––Holders

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