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Disclosery

HB Wealth Management, LLC: ACGL position timeline

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

HB Wealth Management, LLC held 17,171 ACGL 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 17,171 shares
    Change vs previous 13F +2,020 shares

    0.01% of the 13F portfolio, value $1,666,638.

    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 15,151 shares
    Change vs previous 13F +674 shares

    0.01% of the 13F portfolio, value $1,454,354.

    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 14,477 shares
    Change vs previous 13F +1,820 shares

    0.01% of the 13F portfolio, value $1,388,697.

    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 12,657 shares
    Change vs previous 13F -274 shares

    0.01% of the 13F portfolio, value $1,148,432.

    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 12,931 shares
    Change vs previous 13F +450 shares

    0.01% of the 13F portfolio, value $1,177,378.

    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 12,481 shares
    Change vs previous 13F +4,309 shares

    0.01% of the 13F portfolio, value $1,200,434.

    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 8,172 shares
    Change vs previous 13F +264 shares

    0.01% of the 13F portfolio, value $754,694.

    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 7,908 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $884,747.

    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).