AE Wealth Management LLC: HOS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on HOS, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 32,745 HOS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 32,745 sharesChange vs previous 13F +14,530 shares
<0.01% of the 13F portfolio, value $286,192.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,215 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $180,146.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).