AE Wealth Management LLC: HYD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on HYD, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 4,676 HYD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 4,676 sharesChange vs previous 13F +2,091 shares
<0.01% of the 13F portfolio, value $240,883.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,585 sharesChange vs previous 13F +380 shares
<0.01% of the 13F portfolio, value $129,601.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,205 sharesChange vs previous 13F +925 shares
<0.01% of the 13F portfolio, value $112,727.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,280 sharesChange vs previous 13F -50 shares
<0.01% of the 13F portfolio, value $65,143.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,330 sharesChange vs previous 13F -3,402 shares
<0.01% of the 13F portfolio, value $66,779.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,732 sharesChange vs previous 13F +1,708 shares
<0.01% of the 13F portfolio, value $242,184.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,024 sharesChange vs previous 13F -2,262 shares
<0.01% of the 13F portfolio, value $156,976.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,286 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $280,528.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).