Skip to main content

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

WHR holding history

Whirlpool 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.

WHR overviewAll 13F holders of WHRFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q4 2021
Holdings of WHR by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−28,149−100.0%Sold outHolders
Q4 202528,149$2.03M<0.1%+2,048+7.8%AddedHolders
Q3 202526,101$2.05M<0.1%+1,980+8.2%AddedHolders
Q2 202524,121$2.45M<0.1%+2,030+9.2%AddedHolders
Q1 202522,091$1.99M<0.1%−91,653−80.6%ReducedHolders
Q4 2024113,744$13.0M0.1%+7,056+6.6%AddedHolders
Q3 2024106,688$11.4M0.1%+4,749+4.7%AddedHolders
Q2 2024101,939$10.4M0.1%+101,939NewHolders
Q1 20240$00.0%−2,346−100.0%Sold outHolders
Q4 20232,346$272.0K<0.1%−1,630−41.0%ReducedHolders
Q3 20233,976$531.6K<0.1%−2,523−38.8%ReducedHolders
Q2 20236,499$966.9K<0.1%+4,312+197.2%AddedHolders
Q1 20232,187$288.7K<0.1%−159−6.8%ReducedHolders
Q4 20222,346$331.9K<0.1%+167+7.7%AddedHolders
Q3 20222,179$294.0K<0.1%+7+0.3%AddedHolders
Q2 20222,172$336.0K<0.1%+485+28.7%AddedHolders
Q1 20221,687$291.0K<0.1%+693+69.7%AddedHolders
Q4 2021994$233.0K<0.1%+994NewHolders