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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

TM holding history

Toyota Motor 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.

TM overviewAll 13F holders of TMFull Q2 2026 holdings

Shares (Q2 2026)
1,583
Value
$266.6K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of TM by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,583$266.6K<0.1%+526+49.8%AddedHolders
Q1 20261,057$217.8K<0.1%+115+12.2%AddedHolders
Q4 2025942$201.7K<0.1%+942NewHolders
Q3 20240$00.0%−1,001−100.0%Sold outHolders
Q2 20241,001$205.2K<0.1%+143+16.7%AddedHolders
Q1 2024858$215.8K<0.1%−2,768−76.3%ReducedHolders
Q4 20233,626$718.1K<0.1%−175−4.6%ReducedHolders
Q3 20233,801$683.2K<0.1%+1,166+44.3%AddedHolders
Q2 20232,635$423.6K<0.1%+814+44.7%AddedHolders
Q1 20231,821$258.1K<0.1%−38−2.0%ReducedHolders
Q4 20221,859$253.8K<0.1%−680−26.8%ReducedHolders
Q3 20222,539$331.0K<0.1%−10.0%ReducedHolders
Q2 20222,540$392.0K<0.1%+325+14.7%AddedHolders
Q1 20222,215$399.0K<0.1%−2,511−53.1%ReducedHolders
Q4 20214,726$876.0K<0.1%+130+2.8%AddedHolders
Q3 20214,596$817.0K<0.1%+1,959+74.3%AddedHolders
Q2 20212,637$461.0K<0.1%+1,122+74.1%AddedHolders
Q1 20211,515$236.0K<0.1%––Holders

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