AE Wealth Management LLCCoreConcentrated trader

CIK: 0001697723 | TOPEKA, KS

Q1 2026 vs Q2 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	38581	$21.5B	2026-08-03	SEC ↗
Q1 2026	13F-HR	32377	$18.5B	2026-05-13	SEC ↗
Q4 2025	13F-HR	27096	$17.4B	2026-01-26	SEC ↗
Q3 2025	13F-HR	23163	$15.7B	2025-11-03	SEC ↗
Q2 2025	13F-HR	18962	$13.7B	2025-08-06	SEC ↗
Q1 2025	13F-HR	16117	$11.9B	2025-05-06	SEC ↗
Q4 2024	13F-HR	14866	$11.8B	2025-02-13	SEC ↗
Q3 2024	13F-HR	8464	$11.0B	2024-11-14	SEC ↗
Q2 2024	13F-HR	8112	$10.0B	2024-08-12	SEC ↗
Q1 2024	13F-HR	7224	$8.8B	2024-05-15	SEC ↗
Q4 2023	13F-HR	2252	$19.6B	2024-02-14	SEC ↗
Q3 2023	13F-HR	2138	$16.7B	2023-10-11	SEC ↗
Q2 2023	13F-HR	1998	$16.6B	2023-07-10	SEC ↗
Q1 2023	13F-HR	1891	$15.5B	2023-04-14	SEC ↗
Q4 2022	13F-HR	1831	$13.8B	2023-01-31	SEC ↗
Q3 2022	13F-HR	1762	$669.2M	2022-10-25	SEC ↗
Q2 2022	13F-HR	1786	$492.4M	2022-08-03	SEC ↗
Q1 2022	13F-HR	1724	$452.2M	2022-04-18	SEC ↗
Q4 2021	13F-HR	1688	$512.0M	2022-01-20	SEC ↗
Q3 2021	13F-HR	1691	$424.9M	2021-11-01	SEC ↗
Q2 2021	13F-HR	1675	$403.4M	2021-07-21	SEC ↗
Q1 2021	13F-HR	1557	$294.8M	2021-04-27	SEC ↗
Q4 2020	13F-HR	1466	$219.4M	2021-02-01	SEC ↗
Q3 2020	13F-HR	1413	$177.3M	2020-11-06	SEC ↗
Q2 2020	13F-HR	1369	$159.1M	2020-08-05	SEC ↗
Q1 2020	13F-HR	1216	$86.4M	2020-05-07	SEC ↗
Q4 2019	13F-HR	1175	$81.0M	2020-01-15	SEC ↗
Q3 2019	13F-HR	992	$52.8M	2019-11-05	SEC ↗
Q2 2019	13F-HR	975	$51.9M	2019-07-22	SEC ↗
Q1 2019	13F-HR	643	$23.3M	2019-05-14	SEC ↗
Q4 2018	13F-HR	479	$13.8M	2019-02-15	SEC ↗
Q3 2018	13F-HR	609	$22.1M	2018-11-14	SEC ↗
Q2 2018	13F-HR	459	$12.3M	2018-08-15	SEC ↗
Q1 2018	13F-HR	461	$9.8M	2018-05-14	SEC ↗
Q4 2017	13F-HR	416	$9.0M	2018-02-06	SEC ↗
Q3 2017	13F-HR	398	$10.8M	2017-11-08	SEC ↗
Q2 2017	13F-HR	379	$10.4M	2017-08-14	SEC ↗
Q1 2017	13F-HR	271	$7.6M	2017-05-11	SEC ↗
Q4 2016	13F-HR	189	$3.8M	2017-02-14	SEC ↗