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AE Wealth Management LLC: HOPE position timeline

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

AE Wealth Management LLC held 27,736 HOPE 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 27,736 shares
    Change vs previous 13F +1,978 shares

    <0.01% of the 13F portfolio, value $379,418.

    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 25,758 shares
    Change vs previous 13F +3,149 shares

    <0.01% of the 13F portfolio, value $287,718.

    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 22,609 shares
    Change vs previous 13F +2,607 shares

    <0.01% of the 13F portfolio, value $247,801.

    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 20,002 shares
    Change vs previous 13F +3,617 shares

    <0.01% of the 13F portfolio, value $215,418.

    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 16,385 shares
    Change vs previous 13F -3,198 shares

    <0.01% of the 13F portfolio, value $175,807.

    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 19,583 shares
    Change vs previous 13F -1,397 shares

    <0.01% of the 13F portfolio, value $205,026.

    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 20,980 shares
    Change vs previous 13F +10,094 shares

    <0.01% of the 13F portfolio, value $257,847.

    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 10,886 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $136,729.

    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).