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Disclosery

AE Wealth Management LLC: HDV position timeline

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

AE Wealth Management LLC held 76,633 HDV 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 76,633 shares
    Change vs previous 13F +57,776 shares

    0.01% of the 13F portfolio, value $2,100,493.

    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 18,857 shares
    Change vs previous 13F +3,560 shares

    0.01% of the 13F portfolio, value $2,559,255.

    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 15,297 shares
    Change vs previous 13F +1,618 shares

    0.01% of the 13F portfolio, value $1,860,296.

    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 13,679 shares
    Change vs previous 13F -725 shares

    0.01% of the 13F portfolio, value $1,674,943.

    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 14,404 shares
    Change vs previous 13F +684 shares

    0.01% of the 13F portfolio, value $1,687,721.

    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 13,720 shares
    Change vs previous 13F -131 shares

    0.01% of the 13F portfolio, value $1,661,739.

    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 13,851 shares
    Change vs previous 13F -10,846 shares

    0.01% of the 13F portfolio, value $1,554,947.

    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 24,697 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,904,806.

    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).