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HB Wealth Management, LLC: ACM position timeline

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

HB Wealth Management, LLC held 5,968 ACM 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 5,968 shares
    Change vs previous 13F -396 shares

    <0.01% of the 13F portfolio, value $416,573.

    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 6,364 shares
    Change vs previous 13F +2,504 shares

    <0.01% of the 13F portfolio, value $539,835.

    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 3,860 shares
    Change vs previous 13F +125 shares

    <0.01% of the 13F portfolio, value $368,020.

    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 3,735 shares
    Change vs previous 13F +169 shares

    <0.01% of the 13F portfolio, value $487,352.

    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 3,566 shares
    Change vs previous 13F -981 shares

    <0.01% of the 13F portfolio, value $402,493.

    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 4,547 shares
    Change vs previous 13F -185 shares

    <0.01% of the 13F portfolio, value $421,666.

    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 4,732 shares
    Change vs previous 13F +1,379 shares

    0.01% of the 13F portfolio, value $505,492.

    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 3,353 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $346,279.

    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).