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Disclosery

HB Wealth Management, LLC: AIQ position timeline

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

HB Wealth Management, LLC held 42,783 AIQ 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 42,783 shares
    Change vs previous 13F +986 shares

    0.02% of the 13F portfolio, value $2,807,024.

    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 41,797 shares
    Change vs previous 13F +4,082 shares

    0.01% of the 13F portfolio, value $1,950,688.

    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 37,715 shares
    Change vs previous 13F +2,171 shares

    0.01% of the 13F portfolio, value $1,918,214.

    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 35,544 shares
    Change vs previous 13F +10,554 shares

    0.01% of the 13F portfolio, value $1,755,547.

    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 24,990 shares
    Change vs previous 13F +8,268 shares

    0.01% of the 13F portfolio, value $1,091,813.

    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 16,722 shares
    Change vs previous 13F +3,309 shares

    0.01% of the 13F portfolio, value $608,353.

    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 13,413 shares
    Change vs previous 13F +123 shares

    0.01% of the 13F portfolio, value $518,278.

    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 13,290 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $493,989.

    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).