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Disclosery

AE Wealth Management LLC: NHC position timeline

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

AE Wealth Management LLC held 22,277 NHC 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 22,277 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $4,708,468.

    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 22,274 shares
    Change vs previous 13F -9 shares

    0.02% of the 13F portfolio, value $3,557,159.

    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 22,283 shares
    Change vs previous 13F -86 shares

    0.02% of the 13F portfolio, value $3,054,777.

    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 22,369 shares
    Change vs previous 13F -222 shares

    0.02% of the 13F portfolio, value $2,718,057.

    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 22,591 shares
    Change vs previous 13F -1,073 shares

    0.02% of the 13F portfolio, value $2,417,462.

    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 23,664 shares
    Change vs previous 13F -1,026 shares

    0.02% of the 13F portfolio, value $2,196,019.

    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 24,690 shares
    Change vs previous 13F -556 shares

    0.02% of the 13F portfolio, value $2,655,656.

    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 25,246 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,175,221.

    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).