Skip to content
Disclosery

HB Wealth Management, LLC: ACN position timeline

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

HB Wealth Management, LLC held 116,817 ACN 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 116,817 shares
    Change vs previous 13F -684 shares

    0.08% of the 13F portfolio, value $14,536,770.

    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 117,501 shares
    Change vs previous 13F -17,707 shares

    0.15% of the 13F portfolio, value $23,299,427.

    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 135,208 shares
    Change vs previous 13F +1,484 shares

    0.24% of the 13F portfolio, value $36,276,499.

    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 133,724 shares
    Change vs previous 13F +52,159 shares

    0.22% of the 13F portfolio, value $32,976,463.

    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 81,565 shares
    Change vs previous 13F -51,849 shares

    0.2% of the 13F portfolio, value $24,379,228.

    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 133,414 shares
    Change vs previous 13F +8,583 shares

    0.35% of the 13F portfolio, value $41,630,533.

    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 124,831 shares
    Change vs previous 13F +2,014 shares

    0.45% of the 13F portfolio, value $43,914,677.

    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 122,817 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $43,413,635.

    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).