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Disclosery

HB Wealth Management, LLC: ALL position timeline

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

HB Wealth Management, LLC held 41,971 ALL 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 41,971 shares
    Change vs previous 13F +4,831 shares

    0.06% of the 13F portfolio, value $9,986,680.

    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 37,140 shares
    Change vs previous 13F +21,778 shares

    0.05% of the 13F portfolio, value $7,700,804.

    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 15,362 shares
    Change vs previous 13F +3,482 shares

    0.02% of the 13F portfolio, value $3,197,795.

    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 11,880 shares
    Change vs previous 13F +1,514 shares

    0.02% of the 13F portfolio, value $2,550,060.

    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 10,366 shares
    Change vs previous 13F +636 shares

    0.02% of the 13F portfolio, value $2,086,890.

    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 9,730 shares
    Change vs previous 13F +1,544 shares

    0.02% of the 13F portfolio, value $2,014,949.

    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 8,186 shares
    Change vs previous 13F -1,768 shares

    0.02% of the 13F portfolio, value $1,578,180.

    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 9,954 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,887,821.

    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).