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Disclosery

HB Wealth Management, LLC: A position timeline

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

HB Wealth Management, LLC held 20,878 A shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,878 shares
    Change vs previous 13F +5,874 shares

    0.02% of the 13F portfolio, value $2,773,246.

    13F-HR 0001172661-26-002920 filed by HB 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 15,004 shares
    Change vs previous 13F +3,151 shares

    0.01% of the 13F portfolio, value $1,710,164.

    13F-HR 0001172661-26-001543 filed by HB 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 11,853 shares
    Change vs previous 13F +896 shares

    0.01% of the 13F portfolio, value $1,612,921.

    13F-HR 0001172661-26-000353 filed by HB 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 10,957 shares
    Change vs previous 13F +2,819 shares

    0.01% of the 13F portfolio, value $1,406,406.

    13F-HR 0001172661-25-004398 filed by HB 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 8,138 shares
    Change vs previous 13F +546 shares

    0.01% of the 13F portfolio, value $960,365.

    13F-HR 0001172661-25-002644 filed by HB 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 7,592 shares
    Change vs previous 13F -453 shares

    0.01% of the 13F portfolio, value $888,217.

    13F-HR 0001172661-25-001594 filed by HB 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 8,045 shares
    Change vs previous 13F -131 shares

    0.01% of the 13F portfolio, value $1,080,889.

    13F-HR 0001172661-25-000193 filed by HB 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 8,176 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,214,105.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).