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AE Wealth Management LLC: IHDG position timeline

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

AE Wealth Management LLC held 988,454 IHDG 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 988,454 shares
    Change vs previous 13F +119,180 shares

    0.24% of the 13F portfolio, value $51,775,095.

    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 869,274 shares
    Change vs previous 13F +224,577 shares

    0.23% of the 13F portfolio, value $41,855,599.

    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 644,697 shares
    Change vs previous 13F +246,507 shares

    0.18% of the 13F portfolio, value $31,370,806.

    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 398,190 shares
    Change vs previous 13F +71,952 shares

    0.12% of the 13F portfolio, value $18,348,624.

    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 326,238 shares
    Change vs previous 13F +40,921 shares

    0.11% of the 13F portfolio, value $14,696,991.

    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 285,317 shares
    Change vs previous 13F -57,590 shares

    0.1% of the 13F portfolio, value $12,382,764.

    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 342,907 shares
    Change vs previous 13F +4,687 shares

    0.13% of the 13F portfolio, value $14,906,172.

    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 338,220 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $15,456,621.

    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).