Skip to content
Disclosery

AE Wealth Management LLC: HOOD position timeline

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

AE Wealth Management LLC held 8,640 HOOD 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 8,640 shares
    Change vs previous 13F +3,152 shares

    <0.01% of the 13F portfolio, value $866,429.

    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 5,488 shares
    Change vs previous 13F -29,929 shares

    <0.01% of the 13F portfolio, value $380,309.

    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 35,417 shares
    Change vs previous 13F -33,848 shares

    0.02% of the 13F portfolio, value $4,005,639.

    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 69,265 shares
    Change vs previous 13F +1,980 shares

    0.06% of the 13F portfolio, value $9,917,362.

    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 67,285 shares
    Change vs previous 13F +3,162 shares

    0.05% of the 13F portfolio, value $6,299,862.

    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 64,123 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,668,784.

    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).