AE Wealth Management LLC
- SEC CIK
- 0001697723
- Latest filing
- Aug 3, 2026
VOYA holding history
Voya Financial, 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.
VOYA overviewAll 13F holders of VOYAFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,344
- Value
- $393.4K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,344 | $393.4K | <0.1% | +359+9.0% | Added | Holders |
| Q1 2026 | 3,985 | $272.3K | <0.1% | +520+15.0% | Added | Holders |
| Q4 2025 | 3,465 | $258.1K | <0.1% | +59+1.7% | Added | Holders |
| Q3 2025 | 3,406 | $254.8K | <0.1% | −25−0.7% | Reduced | Holders |
| Q2 2025 | 3,431 | $243.6K | <0.1% | −472−12.1% | Reduced | Holders |
| Q1 2025 | 3,903 | $264.5K | <0.1% | −1,719−30.6% | Reduced | Holders |
| Q4 2024 | 5,622 | $387.0K | <0.1% | +2,701+92.5% | Added | Holders |
| Q3 2024 | 2,921 | $231.3K | <0.1% | +2,921 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −2,763−100.0% | Sold out | Holders |
| Q1 2024 | 2,763 | $204.2K | <0.1% | −129−4.5% | Reduced | Holders |
| Q4 2023 | 2,892 | $208.8K | <0.1% | +2,892 | New | Holders |