Aegis Wealth Management, Inc.: HCMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aegis Wealth Management, Inc. on HCMT, newest first. How the timeline and the estimate are built.
Aegis Wealth Management, Inc. held 67,377 HCMT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 67,377 sharesChange vs previous 13F +1,643 shares
1.82% of the 13F portfolio, value $2,825,791.
13F-HR 0002096565-26-000003 filed by Aegis Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 65,734 sharesChange vs previous 13F +659 shares
1.82% of the 13F portfolio, value $2,313,179.
13F-HR 0002096565-26-000002 filed by Aegis Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 65,075 sharesChange vs previous 13F not available
1.97% of the 13F portfolio, value $2,509,292.
13F-HR 0002096565-26-000001 filed by Aegis Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).