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Disclosery

HB Wealth Management, LLC: ACWI position timeline

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

HB Wealth Management, LLC held 85,456 ACWI 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 85,456 shares
    Change vs previous 13F -253 shares

    0.08% of the 13F portfolio, value $13,414,050.

    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 85,709 shares
    Change vs previous 13F -5,274 shares

    0.08% of the 13F portfolio, value $11,859,673.

    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 90,983 shares
    Change vs previous 13F -8,960 shares

    0.08% of the 13F portfolio, value $12,873,306.

    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 99,943 shares
    Change vs previous 13F +24,752 shares

    0.09% of the 13F portfolio, value $13,816,139.

    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 75,191 shares
    Change vs previous 13F -5,200 shares

    0.08% of the 13F portfolio, value $9,669,580.

    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 80,391 shares
    Change vs previous 13F +59,400 shares

    0.08% of the 13F portfolio, value $9,356,780.

    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 20,991 shares
    Change vs previous 13F +44 shares

    0.03% of the 13F portfolio, value $2,466,515.

    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 20,947 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,504,317.

    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).