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AE Wealth Management LLC: HYDB position timeline

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

AE Wealth Management LLC held 13,962 HYDB 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 13,962 shares
    Change vs previous 13F +713 shares

    <0.01% of the 13F portfolio, value $653,007.

    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 13,249 shares
    Change vs previous 13F +4,806 shares

    <0.01% of the 13F portfolio, value $616,347.

    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 8,443 shares
    Change vs previous 13F +1,699 shares

    <0.01% of the 13F portfolio, value $399,775.

    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 6,744 shares
    Change vs previous 13F +458 shares

    <0.01% of the 13F portfolio, value $322,686.

    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 6,286 shares
    Change vs previous 13F -8,623 shares

    <0.01% of the 13F portfolio, value $298,444.

    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 14,909 shares
    Change vs previous 13F +8,200 shares

    0.01% of the 13F portfolio, value $702,064.

    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 6,709 shares
    Change vs previous 13F +1,069 shares

    <0.01% of the 13F portfolio, value $315,389.

    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 5,640 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,058.

    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).