AE Wealth Management LLC
- SEC CIK
- 0001697723
- Latest filing
- Aug 3, 2026
TOST holding history
Toast, 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.
TOST overviewAll 13F holders of TOSTFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −73,425−100.0% | Sold out | Holders |
| Q3 2023 | 73,425 | $1.38M | <0.1% | +52,382+248.9% | Added | Holders |
| Q2 2023 | 21,043 | $474.9K | <0.1% | −1,062−4.8% | Reduced | Holders |
| Q1 2023 | 22,105 | $392.4K | <0.1% | +22,105 | New | Holders |