Skip to content
Disclosery

HB Wealth Management, LLC: BA position timeline

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

HB Wealth Management, LLC held 30,472 BA 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 30,472 shares
    Change vs previous 13F +2,874 shares

    0.04% of the 13F portfolio, value $6,596,383.

    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 27,598 shares
    Change vs previous 13F +3,356 shares

    0.04% of the 13F portfolio, value $5,492,930.

    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 24,242 shares
    Change vs previous 13F +1,915 shares

    0.03% of the 13F portfolio, value $5,263,484.

    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 22,327 shares
    Change vs previous 13F +4,165 shares

    0.03% of the 13F portfolio, value $4,818,897.

    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 18,162 shares
    Change vs previous 13F +571 shares

    0.03% of the 13F portfolio, value $3,805,543.

    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 17,591 shares
    Change vs previous 13F +4,084 shares

    0.03% of the 13F portfolio, value $3,000,193.

    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 13,507 shares
    Change vs previous 13F +3,799 shares

    0.02% of the 13F portfolio, value $2,390,163.

    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 9,708 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,476,091.

    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).