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Disclosery

AE Wealth Management LLC: HLN position timeline

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

AE Wealth Management LLC held 16,380 HLN 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 16,380 shares
    Change vs previous 13F -833 shares

    <0.01% of the 13F portfolio, value $152,827.

    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 17,213 shares
    Change vs previous 13F -1,098 shares

    <0.01% of the 13F portfolio, value $172,304.

    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 18,311 shares
    Change vs previous 13F -1,885 shares

    <0.01% of the 13F portfolio, value $185,123.

    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 20,196 shares
    Change vs previous 13F -195 shares

    <0.01% of the 13F portfolio, value $181,160.

    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 20,391 shares
    Change vs previous 13F +1,068 shares

    <0.01% of the 13F portfolio, value $211,456.

    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 19,323 shares
    Change vs previous 13F +1,186 shares

    <0.01% of the 13F portfolio, value $198,835.

    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 18,137 shares
    Change vs previous 13F -334 shares

    <0.01% of the 13F portfolio, value $173,036.

    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 18,471 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $195,430.

    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).