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
- period ended2026-06-3013F 5,968 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,364 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,860 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,735 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,566 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,547 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,732 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,353 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).