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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

HD holding history

Home Depot, Inc. in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
159,504
Value
$56.3M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of HD by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026159,504$56.3M0.3%+2,080+1.3%AddedHolders
Q1 2026157,424$51.8M0.3%+47,312+43.0%AddedHolders
Q4 2025110,112$37.9M0.2%−18,804−14.6%ReducedHolders
Q3 2025128,916$52.2M0.3%+4,175+3.3%AddedHolders
Q2 2025124,741$45.7M0.3%−60,051−32.5%ReducedHolders
Q1 2025184,792$67.7M0.6%+9,689+5.5%AddedHolders
Q4 2024175,103$68.1M0.6%+11,481+7.0%AddedHolders
Q3 2024163,622$66.3M0.6%−8,869−5.1%ReducedHolders
Q2 2024172,491$59.4M0.6%+18,585+12.1%AddedHolders
Q1 2024153,906$59.0M0.7%−70,368−31.4%ReducedHolders
Q4 2023224,274$79.7M0.4%+34,003+17.9%AddedHolders
Q3 2023190,271$57.5M0.3%+18,348+10.7%AddedHolders
Q2 2023171,923$53.4M0.3%+12,269+7.7%AddedHolders
Q1 2023159,654$47.1M0.3%+6,104+4.0%AddedHolders
Q4 2022153,550$48.5M0.4%−4,383−2.8%ReducedHolders
Q3 2022157,933$43.6M0.3%−5,259−3.2%ReducedHolders
Q2 2022163,192$44.8M0.4%+9,606+6.3%AddedHolders
Q1 2022153,586$46.0M0.3%+8,685+6.0%AddedHolders
Q4 2021144,901$60.1M0.4%+7,697+5.6%AddedHolders
Q3 2021137,204$45.0M0.4%+418+0.3%AddedHolders
Q2 2021136,786$43.6M0.4%+8,240+6.4%AddedHolders
Q1 2021128,546$39.2M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.