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AE Wealth Management LLC: DIHP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on DIHP, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 287,426 DIHP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 287,426 shares
    Change vs previous 13F +9,713 shares

    0.05% of the 13F portfolio, value $9,808,464.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 277,713 shares
    Change vs previous 13F +7,006 shares

    0.05% of the 13F portfolio, value $8,947,905.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 270,707 shares
    Change vs previous 13F -13,839 shares

    0.05% of the 13F portfolio, value $8,571,985.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 284,546 shares
    Change vs previous 13F -12,148 shares

    0.06% of the 13F portfolio, value $8,648,791.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 296,694 shares
    Change vs previous 13F +32,103 shares

    0.06% of the 13F portfolio, value $8,749,549.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 264,591 shares
    Change vs previous 13F +14,601 shares

    0.06% of the 13F portfolio, value $7,128,080.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 249,990 shares
    Change vs previous 13F +26,087 shares

    0.05% of the 13F portfolio, value $6,307,237.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 223,903 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,202,101.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).