Skip to main content
Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

WU holding history

Western Union CO 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.

WU overviewAll 13F holders of WUFull Q2 2026 holdings

Shares (Q2 2026)
12,136
Value
$93.4K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of WU by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,136$93.4K<0.1%−654−5.1%ReducedHolders
Q1 202612,790$111.7K<0.1%+12,790NewHolders
Q2 20250$00.0%−496,946−100.0%Sold outHolders
Q1 2025496,946$5.26M<0.1%+476,312+2,308.4%AddedHolders
Q4 202420,634$218.7K<0.1%+7,328+55.1%AddedHolders
Q3 202413,306$158.7K<0.1%−162−1.2%ReducedHolders
Q2 202413,468$164.6K<0.1%−996−6.9%ReducedHolders
Q1 202414,464$202.2K<0.1%−24,582−63.0%ReducedHolders
Q4 202339,046$486.9K<0.1%+20,706+112.9%AddedHolders
Q3 202318,340$241.7K<0.1%−77,039−80.8%ReducedHolders
Q2 202395,379$1.12M<0.1%+73,897+344.0%AddedHolders
Q1 202321,482$239.5K<0.1%−881,742−97.6%ReducedHolders
Q4 2022903,224$12.4M0.1%+225,753+33.3%AddedHolders
Q3 2022677,471$9.15M0.1%+169,282+33.3%AddedHolders
Q2 2022508,189$8.37M0.1%+224,995+79.4%AddedHolders
Q1 2022283,194$5.31M<0.1%+72,761+34.6%AddedHolders
Q4 2021210,433$3.75M<0.1%+40,210+23.6%AddedHolders
Q3 2021170,223$3.44M<0.1%+41,931+32.7%AddedHolders
Q2 2021128,292$2.95M<0.1%+1,175+0.9%AddedHolders
Q1 2021127,117$3.13M<0.1%––Holders

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