Skip to content
Disclosery

HB Wealth Management, LLC: ACWV position timeline

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

HB Wealth Management, LLC held 122,463 ACWV 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 122,463 shares
    Change vs previous 13F -269 shares

    0.08% of the 13F portfolio, value $14,723,787.

    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 122,732 shares
    Change vs previous 13F -3,676 shares

    0.1% of the 13F portfolio, value $14,667,746.

    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 126,408 shares
    Change vs previous 13F -3,107 shares

    0.1% of the 13F portfolio, value $15,010,995.

    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 129,515 shares
    Change vs previous 13F -11,284 shares

    0.11% of the 13F portfolio, value $15,531,465.

    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 140,799 shares
    Change vs previous 13F -38,236 shares

    0.13% of the 13F portfolio, value $16,694,564.

    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 179,035 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $20,834,312.

    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).