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Disclosery

AE Wealth Management LLC: PHDG position timeline

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

AE Wealth Management LLC held 263,698 PHDG 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 263,698 shares
    Change vs previous 13F +263,618 shares

    0.05% of the 13F portfolio, value $10,795,796.

    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 80 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,023.

    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 80 shares
    Change vs previous 13F -130 shares

    <0.01% of the 13F portfolio, value $2,995.

    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 210 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $7,821.

    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 110 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $3,882.

    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 86 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $3,137.

    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 85 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,166.

    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).