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Disclosery

HB Wealth Management, LLC: AU position timeline

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

HB Wealth Management, LLC held 5,526 AU 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 5,526 shares
    Change vs previous 13F +397 shares

    <0.01% of the 13F portfolio, value $447,045.

    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 5,129 shares
    Change vs previous 13F +622 shares

    <0.01% of the 13F portfolio, value $499,394.

    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 4,507 shares
    Change vs previous 13F +521 shares

    <0.01% of the 13F portfolio, value $384,357.

    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 3,986 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $280,335.

    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).