HB Wealth Management, LLC: ALC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on ALC, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 3,774 ALC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 3,774 sharesChange vs previous 13F -1,594 shares
<0.01% of the 13F portfolio, value $253,237.
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 5,368 sharesChange vs previous 13F -161 shares
<0.01% of the 13F portfolio, value $404,487.
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 5,529 sharesChange vs previous 13F -2,138 shares
<0.01% of the 13F portfolio, value $436,087.
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 7,667 sharesChange vs previous 13F -2,513 shares
<0.01% of the 13F portfolio, value $571,310.
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 10,180 sharesChange vs previous 13F -591 shares
0.01% of the 13F portfolio, value $898,659.
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 10,771 sharesChange vs previous 13F +1,877 shares
0.01% of the 13F portfolio, value $1,021,371.
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 8,894 sharesChange vs previous 13F +6,428 shares
0.01% of the 13F portfolio, value $755,011.
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 2,466 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $246,773.
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).