AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

UP holding history

Wheels Up Experience 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.

UP overview All 13F holders of UP Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of UP by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−18,250−100.0%	Sold out	Holders
Q2 2025	18,250	$19.5K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	18,250	$18.4K	<0.1%	+3,000+19.7%	Added	Holders
Q4 2024	15,250	$25.2K	<0.1%	+15,250	New	Holders