Wellment Financial
Q3 2026 13F Holdings
Location
Elmhurst, IL
Holdings as of
9/30/2026
Value ($000)
$92,939
Num holdings
39
Date filed
10/28/2026
Form type
13F-HR
Holdings also reported by
AE Wealth Management LLC
Prev filing
7/23/2026
Next filing
SEC
View on sec.gov
Compare Q3 2026 to
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type