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AE Wealth Management LLC: HAL position timeline

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

AE Wealth Management LLC held 40,318 HAL 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 40,318 shares
    Change vs previous 13F +273 shares

    0.01% of the 13F portfolio, value $1,368,794.

    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 40,045 shares
    Change vs previous 13F +8,070 shares

    0.01% of the 13F portfolio, value $1,561,360.

    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 31,975 shares
    Change vs previous 13F -1,700 shares

    0.01% of the 13F portfolio, value $903,611.

    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 33,675 shares
    Change vs previous 13F +2,201 shares

    0.01% of the 13F portfolio, value $828,419.

    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 31,474 shares
    Change vs previous 13F +19,005 shares

    <0.01% of the 13F portfolio, value $641,434.

    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 12,469 shares
    Change vs previous 13F +605 shares

    <0.01% of the 13F portfolio, value $316,347.

    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 11,864 shares
    Change vs previous 13F -1,604 shares

    <0.01% of the 13F portfolio, value $322,590.

    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 13,468 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $391,234.

    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).