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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

ZIM holding history

ZIM Integrated Shipping Services Ltd. 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.

ZIM overviewAll 13F holders of ZIMFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2022
Holdings of ZIM by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−26,180−100.0%Sold outHolders
Q1 202426,180$264.9K<0.1%−12,210−31.8%ReducedHolders
Q4 202338,390$516.0K<0.1%+38,390NewHolders
Q3 20230$00.0%−40,422−100.0%Sold outHolders
Q2 202340,422$500.8K<0.1%−943−2.3%ReducedHolders
Q1 202341,365$975.4K<0.1%−11,242−21.4%ReducedHolders
Q4 202252,607$904.3K<0.1%+30,563+138.6%AddedHolders
Q3 202222,044$518.0K<0.1%+5,058+29.8%AddedHolders
Q2 202216,986$802.0K<0.1%+16,986NewHolders