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AE Wealth Management LLC: HPQ position timeline

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

AE Wealth Management LLC held 1,328,900 HPQ 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 1,328,900 shares
    Change vs previous 13F +651,246 shares

    0.14% of the 13F portfolio, value $29,156,077.

    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 677,654 shares
    Change vs previous 13F +67,642 shares

    0.07% of the 13F portfolio, value $13,017,707.

    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 610,012 shares
    Change vs previous 13F +36,939 shares

    0.08% of the 13F portfolio, value $13,591,009.

    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 573,073 shares
    Change vs previous 13F +16,569 shares

    0.1% of the 13F portfolio, value $15,604,795.

    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 556,504 shares
    Change vs previous 13F +146,016 shares

    0.1% of the 13F portfolio, value $13,612,068.

    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 410,488 shares
    Change vs previous 13F +61,877 shares

    0.1% of the 13F portfolio, value $11,366,413.

    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 348,611 shares
    Change vs previous 13F +6,466 shares

    0.1% of the 13F portfolio, value $11,375,135.

    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 342,145 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $12,272,691.

    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).