Skip to content
Disclosery

AE Wealth Management LLC: HWM position timeline

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

AE Wealth Management LLC held 7,123 HWM 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 7,123 shares
    Change vs previous 13F +682 shares

    0.01% of the 13F portfolio, value $1,915,100.

    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 6,441 shares
    Change vs previous 13F +49 shares

    0.01% of the 13F portfolio, value $1,484,463.

    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 6,392 shares
    Change vs previous 13F +961 shares

    0.01% of the 13F portfolio, value $1,310,429.

    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 5,431 shares
    Change vs previous 13F +945 shares

    0.01% of the 13F portfolio, value $1,065,739.

    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 4,486 shares
    Change vs previous 13F +2,227 shares

    0.01% of the 13F portfolio, value $834,940.

    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 2,259 shares
    Change vs previous 13F -562 shares

    <0.01% of the 13F portfolio, value $293,004.

    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 2,821 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $308,581.

    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 2,784 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $279,128.

    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).