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Disclosery

AE Wealth Management LLC: IDU position timeline

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

AE Wealth Management LLC held 1,302 IDU 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 1,302 shares
    Change vs previous 13F -67,388 shares

    <0.01% of the 13F portfolio, value $149,263.

    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 68,690 shares
    Change vs previous 13F -27,239 shares

    0.04% of the 13F portfolio, value $7,975,641.

    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 95,929 shares
    Change vs previous 13F -19 shares

    0.06% of the 13F portfolio, value $10,394,871.

    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 95,948 shares
    Change vs previous 13F +14,252 shares

    0.07% of the 13F portfolio, value $10,640,651.

    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 81,696 shares
    Change vs previous 13F +40,231 shares

    0.06% of the 13F portfolio, value $8,542,972.

    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 41,465 shares
    Change vs previous 13F -68,264 shares

    0.04% of the 13F portfolio, value $4,205,409.

    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 109,729 shares
    Change vs previous 13F -3,293 shares

    0.09% of the 13F portfolio, value $10,557,075.

    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 113,022 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,530,548.

    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).