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Disclosery

HB Wealth Management, LLC: AYI position timeline

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

HB Wealth Management, LLC held 5,805 AYI 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 5,805 shares
    Change vs previous 13F +1,160 shares

    0.01% of the 13F portfolio, value $2,186,511.

    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 4,645 shares
    Change vs previous 13F +273 shares

    0.01% of the 13F portfolio, value $1,301,622.

    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 4,372 shares
    Change vs previous 13F -801 shares

    0.01% of the 13F portfolio, value $1,574,095.

    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 5,173 shares
    Change vs previous 13F +276 shares

    0.01% of the 13F portfolio, value $1,781,529.

    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 4,897 shares
    Change vs previous 13F -147 shares

    0.01% of the 13F portfolio, value $1,460,971.

    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 5,044 shares
    Change vs previous 13F +29 shares

    0.01% of the 13F portfolio, value $1,328,337.

    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 5,015 shares
    Change vs previous 13F +303 shares

    0.01% of the 13F portfolio, value $1,465,056.

    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 4,712 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,297,638.

    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).