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AE Wealth Management LLC: XHLF position timeline

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

AE Wealth Management LLC held 1,414 XHLF 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 1,414 shares
    Change vs previous 13F -29,503 shares

    <0.01% of the 13F portfolio, value $71,124.

    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 30,917 shares
    Change vs previous 13F +22,925 shares

    0.01% of the 13F portfolio, value $1,556,036.

    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 7,992 shares
    Change vs previous 13F -849 shares

    <0.01% of the 13F portfolio, value $401,585.

    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 8,841 shares
    Change vs previous 13F -15,501 shares

    <0.01% of the 13F portfolio, value $445,763.

    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 24,342 shares
    Change vs previous 13F +21,600 shares

    0.01% of the 13F portfolio, value $1,225,376.

    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 2,742 shares
    Change vs previous 13F -3,949 shares

    <0.01% of the 13F portfolio, value $138,074.

    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 6,691 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $335,754.

    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).