Back to LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

AAEQAAEQ
4 quarters

Position history for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MALORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's holdings in ALPHA ARCHITECT

Yes. Loring Wolcott & Coolidge Fiduciary Advisors holds 43,122 shares of AAEQ (Alpha Architect), worth $2.4M, as of its Q3 2026 13F filing. The share count is unchanged from Q2 2026. Loring Wolcott & Coolidge Fiduciary Advisors has held AAEQ since Q4 2025, across 4 quarterly 13F filings.

Current Value

$2.4M

Current Shares

43,122

Total Value Change

+$218,348

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Unchanged
43,122
0.0%
$2.4M0.0%$54.87
0
2026-Q2
Unchanged
43,122
0.0%
$2.3M0.0%$53.19
0
2026-Q1
Unchanged
43,122
0.0%
$2.1M0.0%$46.52
0
2025-Q4
New
43,122
-
$2.1M0.0%$49.33
36

Other major holders of AAEQ: Beacon Pointe Advisors, LLC, UNITED CAPITAL FINANCIAL ADVISORS, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used