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AE Wealth Management LLC: IBHF position timeline

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

AE Wealth Management LLC held 84,817 IBHF 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 84,817 shares
    Change vs previous 13F -3,614 shares

    0.01% of the 13F portfolio, value $1,921,105.

    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 88,431 shares
    Change vs previous 13F -6,709 shares

    0.01% of the 13F portfolio, value $2,029,510.

    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 95,140 shares
    Change vs previous 13F -2,238 shares

    0.01% of the 13F portfolio, value $2,195,828.

    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 97,378 shares
    Change vs previous 13F +64,358 shares

    0.01% of the 13F portfolio, value $2,277,661.

    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 33,020 shares
    Change vs previous 13F +519 shares

    0.01% of the 13F portfolio, value $767,055.

    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 32,501 shares
    Change vs previous 13F +1,480 shares

    0.01% of the 13F portfolio, value $754,673.

    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 31,021 shares
    Change vs previous 13F +167 shares

    0.01% of the 13F portfolio, value $718,136.

    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 30,854 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $722,294.

    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).