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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

ZS holding history

Zscaler, 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.

ZS overviewAll 13F holders of ZSFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of ZS by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,529−100.0%Sold outHolders
Q3 20251,529$458.2K<0.1%+201+15.1%AddedHolders
Q2 20251,328$416.9K<0.1%−574−30.2%ReducedHolders
Q1 20251,902$377.4K<0.1%+1,902NewHolders
Q1 20240$00.0%−25,244−100.0%Sold outHolders
Q4 202325,244$5.98M<0.1%+19,101+310.9%AddedHolders
Q3 20236,143$955.8K<0.1%−538−8.1%ReducedHolders
Q2 20236,681$977.4K<0.1%−1,914−22.3%ReducedHolders
Q1 20238,595$1.00M<0.1%−593−6.5%ReducedHolders
Q4 20229,188$1.03M<0.1%+3,492+61.3%AddedHolders
Q3 20225,696$936.0K<0.1%−435−7.1%ReducedHolders
Q2 20226,131$917.0K<0.1%−1,142−15.7%ReducedHolders
Q1 20227,273$1.75M<0.1%+2,889+65.9%AddedHolders
Q4 20214,384$1.41M<0.1%+72+1.7%AddedHolders
Q3 20214,312$1.13M<0.1%−555−11.4%ReducedHolders
Q2 20214,867$1.05M<0.1%−731−13.1%ReducedHolders
Q1 20215,598$961.0K<0.1%––Holders

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