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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

VRSK holding history

Verisk Analytics, 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.

VRSK overviewAll 13F holders of VRSKFull Q2 2026 holdings

Shares (Q2 2026)
283,022
Value
$50.8M
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of VRSK by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026283,022$50.8M0.2%+127,885+82.4%AddedHolders
Q1 2026155,137$29.4M0.2%+155,137NewHolders
Q2 20250$00.0%−2,550−100.0%Sold outHolders
Q1 20252,550$758.9K<0.1%−93−3.5%ReducedHolders
Q4 20242,643$728.1K<0.1%−173−6.1%ReducedHolders
Q3 20242,816$754.7K<0.1%−24−0.8%ReducedHolders
Q2 20242,840$765.4K<0.1%−86−2.9%ReducedHolders
Q1 20242,926$689.6K<0.1%−9,257−76.0%ReducedHolders
Q4 202312,183$2.97M<0.1%−5,753−32.1%ReducedHolders
Q3 202317,936$4.24M<0.1%+1,333+8.0%AddedHolders
Q2 202316,603$3.75M<0.1%+655+4.1%AddedHolders
Q1 202315,948$3.06M<0.1%+1,188+8.0%AddedHolders
Q4 202214,760$2.60M<0.1%−62−0.4%ReducedHolders
Q3 202214,822$2.53M<0.1%−2,761−15.7%ReducedHolders
Q2 202217,583$3.04M<0.1%−1,467−7.7%ReducedHolders
Q1 202219,050$4.09M<0.1%−465−2.4%ReducedHolders
Q4 202119,515$4.46M<0.1%+484+2.5%AddedHolders
Q3 202119,031$3.81M<0.1%+1,421+8.1%AddedHolders
Q2 202117,610$3.08M<0.1%+1,764+11.1%AddedHolders
Q1 202115,846$2.80M<0.1%––Holders

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