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AE Wealth Management LLC: HD position timeline

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

AE Wealth Management LLC held 159,504 HD 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 159,504 shares
    Change vs previous 13F +2,080 shares

    0.26% of the 13F portfolio, value $56,255,024.

    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 157,424 shares
    Change vs previous 13F +47,312 shares

    0.28% of the 13F portfolio, value $51,775,349.

    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 110,112 shares
    Change vs previous 13F -18,804 shares

    0.22% of the 13F portfolio, value $37,889,000.

    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 128,916 shares
    Change vs previous 13F +4,175 shares

    0.33% of the 13F portfolio, value $52,234,550.

    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 124,741 shares
    Change vs previous 13F -60,051 shares

    0.33% of the 13F portfolio, value $45,735,597.

    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 184,792 shares
    Change vs previous 13F +9,689 shares

    0.57% of the 13F portfolio, value $67,725,082.

    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 175,103 shares
    Change vs previous 13F +11,481 shares

    0.58% of the 13F portfolio, value $68,114,067.

    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 163,622 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $66,300,263.

    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).