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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

DINO holding history

HF Sinclair Corp in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DINO overviewAll 13F holders of DINOFull Q2 2026 holdings

Shares (Q2 2026)
6,095
Value
$424.5K
% of portfolio
<0.1%
Quarters held
11
Since Q3 2022
Holdings of DINO by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,095$424.5K<0.1%+1,724+39.4%AddedHolders
Q1 20264,371$272.7K<0.1%+4,371NewHolders
Q1 20250$00.0%−9,461−100.0%Sold outHolders
Q4 20249,461$331.6K<0.1%+1,612+20.5%AddedHolders
Q3 20247,849$349.8K<0.1%−3,129−28.5%ReducedHolders
Q2 202410,978$585.6K<0.1%+5,309+93.6%AddedHolders
Q1 20245,669$342.3K<0.1%−3,096−35.3%ReducedHolders
Q4 20238,765$484.4K<0.1%−379−4.1%ReducedHolders
Q3 20239,144$520.5K<0.1%+9,144NewHolders
Q2 20230$00.0%−5,088−100.0%Sold outHolders
Q1 20235,088$246.2K<0.1%+113+2.3%AddedHolders
Q4 20224,975$258.1K<0.1%+402+8.8%AddedHolders
Q3 20224,573$246.0K<0.1%+4,573NewHolders