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Disclosery

AE Wealth Management LLC: HYGW position timeline

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

AE Wealth Management LLC held 2,642 HYGW 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 2,642 shares
    Change vs previous 13F +348 shares

    <0.01% of the 13F portfolio, value $76,882.

    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 2,294 shares
    Change vs previous 13F -2,809 shares

    <0.01% of the 13F portfolio, value $67,665.

    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 5,103 shares
    Change vs previous 13F +69 shares

    <0.01% of the 13F portfolio, value $152,376.

    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 5,034 shares
    Change vs previous 13F -1,810 shares

    <0.01% of the 13F portfolio, value $152,883.

    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 6,844 shares
    Change vs previous 13F -129,520 shares

    <0.01% of the 13F portfolio, value $209,495.

    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 136,364 shares
    Change vs previous 13F +41,911 shares

    0.04% of the 13F portfolio, value $4,288,648.

    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 94,453 shares
    Change vs previous 13F +8,576 shares

    0.03% of the 13F portfolio, value $3,000,772.

    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 85,877 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,818,483.

    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).