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Disclosery

AE Wealth Management LLC: HLT position timeline

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

AE Wealth Management LLC held 4,354 HLT 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 4,354 shares
    Change vs previous 13F +1,498 shares

    0.01% of the 13F portfolio, value $1,438,773.

    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 2,856 shares
    Change vs previous 13F +2,157 shares

    <0.01% of the 13F portfolio, value $868,413.

    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 699 shares
    Change vs previous 13F -448 shares

    <0.01% of the 13F portfolio, value $200,862.

    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 1,147 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $297,707.

    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 1,132 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $301,595.

    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).