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AE Wealth Management LLC: EUHY position timeline

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

AE Wealth Management LLC held 73,411 EUHY 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 73,411 shares
    Change vs previous 13F +14,723 shares

    0.02% of the 13F portfolio, value $3,953,984.

    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 58,688 shares
    Change vs previous 13F +9,605 shares

    0.02% of the 13F portfolio, value $3,078,989.

    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 49,083 shares
    Change vs previous 13F +10,198 shares

    0.02% of the 13F portfolio, value $2,615,811.

    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 38,885 shares
    Change vs previous 13F +4,872 shares

    0.01% of the 13F portfolio, value $2,162,451.

    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 34,013 shares
    Change vs previous 13F +3,970 shares

    0.01% of the 13F portfolio, value $1,868,118.

    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 30,043 shares
    Change vs previous 13F -3,614 shares

    0.01% of the 13F portfolio, value $1,479,080.

    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 33,657 shares
    Change vs previous 13F +1,614 shares

    0.01% of the 13F portfolio, value $1,582,356.

    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 32,043 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,678,732.

    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).