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Disclosery

HB Wealth Management, LLC: ADP position timeline

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

HB Wealth Management, LLC held 46,647 ADP 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 46,647 shares
    Change vs previous 13F -27 shares

    0.06% of the 13F portfolio, value $10,446,703.

    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 46,674 shares
    Change vs previous 13F +907 shares

    0.06% of the 13F portfolio, value $9,483,312.

    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 45,767 shares
    Change vs previous 13F +658 shares

    0.08% of the 13F portfolio, value $11,772,831.

    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 45,109 shares
    Change vs previous 13F +2,487 shares

    0.09% of the 13F portfolio, value $13,239,757.

    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 42,622 shares
    Change vs previous 13F -4,866 shares

    0.11% of the 13F portfolio, value $13,144,821.

    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 47,488 shares
    Change vs previous 13F +3,917 shares

    0.12% of the 13F portfolio, value $14,509,268.

    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 43,571 shares
    Change vs previous 13F +2,530 shares

    0.13% of the 13F portfolio, value $12,754,634.

    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 41,041 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $11,357,292.

    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).