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Disclosery

AE Wealth Management LLC: HAWX position timeline

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

AE Wealth Management LLC held 12,192 HAWX 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 12,192 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $566,912.

    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 12,192 shares
    Change vs previous 13F -2,077 shares

    <0.01% of the 13F portfolio, value $498,519.

    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 14,269 shares
    Change vs previous 13F -639 shares

    <0.01% of the 13F portfolio, value $563,330.

    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 14,908 shares
    Change vs previous 13F -1,460 shares

    <0.01% of the 13F portfolio, value $563,720.

    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 16,368 shares
    Change vs previous 13F -273 shares

    <0.01% of the 13F portfolio, value $578,584.

    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 16,641 shares
    Change vs previous 13F -3,277 shares

    <0.01% of the 13F portfolio, value $556,466.

    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 19,918 shares
    Change vs previous 13F -3,725 shares

    0.01% of the 13F portfolio, value $641,568.

    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 23,643 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $779,478.

    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).