Skip to main content

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

WLK holding history

Westlake 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.

WLK overviewAll 13F holders of WLKFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2022
Holdings of WLK by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−2,316−100.0%Sold outHolders
Q3 20232,316$288.8K<0.1%−891−27.8%ReducedHolders
Q2 20233,207$383.2K<0.1%+1,288+67.1%AddedHolders
Q1 20231,919$222.6K<0.1%+1,919NewHolders
Q3 20220$00.0%−4,732−100.0%Sold outHolders
Q2 20224,732$464.0K<0.1%+4,732NewHolders