HB Wealth Management, LLC: APD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on APD, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 31,325 APD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 31,325 sharesChange vs previous 13F -717 shares
0.05% of the 13F portfolio, value $9,184,142.
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 32,042 sharesChange vs previous 13F -952 shares
0.06% of the 13F portfolio, value $9,308,041.
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 32,994 sharesChange vs previous 13F -2,797 shares
0.05% of the 13F portfolio, value $8,150,224.
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 35,791 sharesChange vs previous 13F +1,481 shares
0.07% of the 13F portfolio, value $9,760,958.
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 34,310 sharesChange vs previous 13F +1,171 shares
0.08% of the 13F portfolio, value $9,677,552.
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 33,139 sharesChange vs previous 13F +6,045 shares
0.08% of the 13F portfolio, value $9,773,465.
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 27,094 sharesChange vs previous 13F -5,348 shares
0.08% of the 13F portfolio, value $7,857,161.
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 32,442 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $9,659,532.
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).