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AE Wealth Management LLC: HYGV position timeline

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

AE Wealth Management LLC held 278 HYGV 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 278 shares
    Change vs previous 13F -588 shares

    <0.01% of the 13F portfolio, value $11,192.

    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 866 shares
    Change vs previous 13F -1,075 shares

    <0.01% of the 13F portfolio, value $34,709.

    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 1,941 shares
    Change vs previous 13F -31 shares

    <0.01% of the 13F portfolio, value $79,079.

    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 1,972 shares
    Change vs previous 13F -299 shares

    <0.01% of the 13F portfolio, value $81,247.

    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 2,271 shares
    Change vs previous 13F -4,259 shares

    <0.01% of the 13F portfolio, value $93,179.

    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 6,530 shares
    Change vs previous 13F -246,408 shares

    <0.01% of the 13F portfolio, value $263,708.

    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 252,938 shares
    Change vs previous 13F +46,131 shares

    0.09% of the 13F portfolio, value $10,289,502.

    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 206,807 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,616,613.

    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).