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Disclosery

HB Wealth Management, LLC: ASX position timeline

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

HB Wealth Management, LLC held 30,010 ASX 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 30,010 shares
    Change vs previous 13F +2,605 shares

    0.01% of the 13F portfolio, value $1,354,051.

    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 27,405 shares
    Change vs previous 13F +3,780 shares

    <0.01% of the 13F portfolio, value $594,140.

    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 23,625 shares
    Change vs previous 13F +3,988 shares

    <0.01% of the 13F portfolio, value $380,363.

    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 19,637 shares
    Change vs previous 13F +5,143 shares

    <0.01% of the 13F portfolio, value $217,774.

    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 14,494 shares
    Change vs previous 13F +1,291 shares

    <0.01% of the 13F portfolio, value $149,723.

    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 13,203 shares
    Change vs previous 13F +2,741 shares

    <0.01% of the 13F portfolio, value $115,658.

    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 10,462 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $105,352.

    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 10,474 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $102,226.

    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).