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Disclosery

AE Wealth Management LLC: HQH position timeline

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

AE Wealth Management LLC held 41,797 HQH 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 41,797 shares
    Change vs previous 13F -5,952 shares

    <0.01% of the 13F portfolio, value $918,698.

    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 47,749 shares
    Change vs previous 13F +3,807 shares

    <0.01% of the 13F portfolio, value $849,455.

    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 43,942 shares
    Change vs previous 13F -3,269 shares

    <0.01% of the 13F portfolio, value $832,261.

    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 47,211 shares
    Change vs previous 13F +74 shares

    0.01% of the 13F portfolio, value $871,515.

    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 47,137 shares
    Change vs previous 13F +353 shares

    0.01% of the 13F portfolio, value $730,158.

    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 46,784 shares
    Change vs previous 13F -355 shares

    0.01% of the 13F portfolio, value $759,779.

    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 47,139 shares
    Change vs previous 13F +1,867 shares

    0.01% of the 13F portfolio, value $756,587.

    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 45,272 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $842,957.

    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).