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Disclosery

HB Wealth Management, LLC: ARCC position timeline

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

HB Wealth Management, LLC held 101,316 ARCC 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 101,316 shares
    Change vs previous 13F -50,873 shares

    0.01% of the 13F portfolio, value $1,877,401.

    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 152,189 shares
    Change vs previous 13F -59,305 shares

    0.02% of the 13F portfolio, value $2,742,461.

    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 211,494 shares
    Change vs previous 13F +43,418 shares

    0.03% of the 13F portfolio, value $4,278,535.

    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 168,076 shares
    Change vs previous 13F +33,837 shares

    0.02% of the 13F portfolio, value $3,430,440.

    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 134,239 shares
    Change vs previous 13F -30,340 shares

    0.02% of the 13F portfolio, value $2,947,889.

    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 164,579 shares
    Change vs previous 13F -12,439 shares

    0.03% of the 13F portfolio, value $3,647,089.

    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 177,018 shares
    Change vs previous 13F +9,766 shares

    0.04% of the 13F portfolio, value $3,874,979.

    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 167,252 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,502,267.

    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).