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Disclosery

AE Wealth Management LLC: HSCZ position timeline

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

AE Wealth Management LLC held 154,473 HSCZ 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 154,473 shares
    Change vs previous 13F -101,111 shares

    0.03% of the 13F portfolio, value $6,639,198.

    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 255,584 shares
    Change vs previous 13F +61,743 shares

    0.05% of the 13F portfolio, value $10,140,319.

    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 193,841 shares
    Change vs previous 13F +74,694 shares

    0.04% of the 13F portfolio, value $7,542,808.

    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 119,147 shares
    Change vs previous 13F +18,050 shares

    0.03% of the 13F portfolio, value $4,482,344.

    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 101,097 shares
    Change vs previous 13F +13,136 shares

    0.03% of the 13F portfolio, value $3,593,920.

    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 87,961 shares
    Change vs previous 13F -22,094 shares

    0.02% of the 13F portfolio, value $2,832,311.

    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 110,055 shares
    Change vs previous 13F +1,884 shares

    0.03% of the 13F portfolio, value $3,522,841.

    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 108,171 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,534,146.

    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).