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HB Wealth Management, LLC: AAL position timeline

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

HB Wealth Management, LLC held 27,636 AAL 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 27,636 shares
    Change vs previous 13F +7,431 shares

    <0.01% of the 13F portfolio, value $499,383.

    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 20,205 shares
    Change vs previous 13F +871 shares

    <0.01% of the 13F portfolio, value $217,002.

    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 19,334 shares
    Change vs previous 13F +6,154 shares

    <0.01% of the 13F portfolio, value $296,390.

    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 13,180 shares
    Change vs previous 13F +637 shares

    <0.01% of the 13F portfolio, value $148,143.

    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 12,543 shares
    Change vs previous 13F -2,741 shares

    <0.01% of the 13F portfolio, value $140,732.

    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 15,284 shares
    Change vs previous 13F +122 shares

    <0.01% of the 13F portfolio, value $161,246.

    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 15,162 shares
    Change vs previous 13F +492 shares

    <0.01% of the 13F portfolio, value $264,274.

    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 14,670 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $164,891.

    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).