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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

  1. period ended2026-06-30
    13F 3,774 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,368 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,529 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,667 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,180 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,771 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,894 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,466 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).