HB Wealth Management, LLC: AIG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on AIG, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 35,218 AIG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 35,218 sharesChange vs previous 13F +3,681 shares
0.01% of the 13F portfolio, value $2,624,852.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,537 sharesChange vs previous 13F +3,150 shares
0.02% of the 13F portfolio, value $2,373,226.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,387 sharesChange vs previous 13F +908 shares
0.02% of the 13F portfolio, value $2,428,580.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,479 sharesChange vs previous 13F +953 shares
0.01% of the 13F portfolio, value $2,158,271.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,526 sharesChange vs previous 13F +505 shares
0.02% of the 13F portfolio, value $2,270,395.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26,021 sharesChange vs previous 13F +9,291 shares
0.02% of the 13F portfolio, value $2,262,323.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,730 sharesChange vs previous 13F +3,490 shares
0.01% of the 13F portfolio, value $1,217,985.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,240 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $969,599.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).