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Disclosery

AE Wealth Management LLC: HIMU position timeline

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

AE Wealth Management LLC held 11,290 HIMU 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 11,290 shares
    Change vs previous 13F -12,568 shares

    <0.01% of the 13F portfolio, value $562,273.

    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 23,858 shares
    Change vs previous 13F -19,997 shares

    0.01% of the 13F portfolio, value $1,144,708.

    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 43,855 shares
    Change vs previous 13F +8,227 shares

    0.01% of the 13F portfolio, value $2,134,887.

    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 35,628 shares
    Change vs previous 13F +10,664 shares

    0.01% of the 13F portfolio, value $1,752,533.

    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 24,964 shares
    Change vs previous 13F +6,988 shares

    0.01% of the 13F portfolio, value $1,213,991.

    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 17,976 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $890,351.

    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).