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Howard Wealth Management, LLC

SEC CIK
0001766286
Latest filing
Jul 21, 2026

HIE holding history

Miller/Howard High Income Equity Fund in every 13F filed by Howard Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HIE overviewAll 13F holders of HIEFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of HIE by Howard Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−10,865−100.0%Sold outHolders
Q3 202210,865$98.0K0.1%−200−1.8%ReducedHolders
Q2 202211,065$103.0K0.1%−400−3.5%ReducedHolders
Q1 202211,465$127.0K0.1%−500−4.2%ReducedHolders
Q4 202111,965$123.0K0.1%00.0%UnchangedHolders
Q3 202111,965$117.0K0.1%−1,000−7.7%ReducedHolders
Q2 202112,965$135.0K0.1%−4,525−25.9%ReducedHolders
Q1 202117,490$167.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.