Next Level Wealth Planning
LIDR icon

Next Level Wealth Planning’s AEye LIDR Stock Holding History

Next Level Wealth Planning’s Portfolio LIDR Stock Details LIDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$40 Buy
+33
New +$41 ﹤0.01% 516

Other funds holding LIDR

ACM
AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return
Atala Financial
Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Next Level Wealth Planning's LIDR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in AEye (LIDR) in Q3 2026: 33 shares worth $40. The stake represents ﹤0.01% of the portfolio and ranks #516 among its holdings.

10 funds tracked by Wall St. Rank hold LIDR as of Q3 2026.

  • Next Level Wealth Planning held 33 shares of AEye worth $40 as of Q3 2026.
  • AEye was a new Next Level Wealth Planning position in Q3 2026.
  • AEye made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #516 holding.
  • 10 funds tracked by Wall St. Rank held AEye as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.