HB Wealth Management, LLC: AOS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on AOS, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 3,216 AOS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 3,216 sharesChange vs previous 13F -1,067 shares
<0.01% of the 13F portfolio, value $201,708.
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 4,283 sharesChange vs previous 13F -331 shares
<0.01% of the 13F portfolio, value $282,421.
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 4,614 sharesChange vs previous 13F +1,640 shares
<0.01% of the 13F portfolio, value $308,584.
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 2,974 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $218,321.
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).