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Disclosery

AE Wealth Management LLC: HIGH position timeline

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

AE Wealth Management LLC held 27,624 HIGH 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 27,624 shares
    Change vs previous 13F -263 shares

    <0.01% of the 13F portfolio, value $597,490.

    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 27,887 shares
    Change vs previous 13F -508,312 shares

    <0.01% of the 13F portfolio, value $595,105.

    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 536,199 shares
    Change vs previous 13F -309,713 shares

    0.07% of the 13F portfolio, value $11,962,596.

    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 845,912 shares
    Change vs previous 13F +17,755 shares

    0.12% of the 13F portfolio, value $19,532,128.

    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 828,157 shares
    Change vs previous 13F +208,057 shares

    0.15% of the 13F portfolio, value $20,066,251.

    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 620,100 shares
    Change vs previous 13F +46,594 shares

    0.11% of the 13F portfolio, value $13,604,994.

    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 573,506 shares
    Change vs previous 13F +456,603 shares

    0.11% of the 13F portfolio, value $13,202,104.

    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 116,903 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,740,787.

    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).