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Disclosery

HB Wealth Management, LLC: AFRM position timeline

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

HB Wealth Management, LLC held 7,227 AFRM 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 7,227 shares
    Change vs previous 13F +1,136 shares

    <0.01% of the 13F portfolio, value $589,362.

    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 6,091 shares
    Change vs previous 13F -6,276 shares

    <0.01% of the 13F portfolio, value $279,090.

    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 12,367 shares
    Change vs previous 13F -107 shares

    0.01% of the 13F portfolio, value $920,476.

    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 12,474 shares
    Change vs previous 13F +6,159 shares

    0.01% of the 13F portfolio, value $911,600.

    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 6,315 shares
    Change vs previous 13F -5,156 shares

    <0.01% of the 13F portfolio, value $436,619.

    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 11,471 shares
    Change vs previous 13F +252 shares

    <0.01% of the 13F portfolio, value $518,374.

    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 11,219 shares
    Change vs previous 13F +98 shares

    0.01% of the 13F portfolio, value $683,241.

    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 11,121 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $453,959.

    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).