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Disclosery

HB Wealth Management, LLC: BAH position timeline

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

HB Wealth Management, LLC held 8,847 BAH 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 8,847 shares
    Change vs previous 13F +3,233 shares

    <0.01% of the 13F portfolio, value $536,780.

    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 5,614 shares
    Change vs previous 13F -574 shares

    <0.01% of the 13F portfolio, value $438,102.

    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 6,188 shares
    Change vs previous 13F -11,991 shares

    <0.01% of the 13F portfolio, value $522,021.

    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 18,179 shares
    Change vs previous 13F +485 shares

    0.01% of the 13F portfolio, value $1,817,002.

    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 17,694 shares
    Change vs previous 13F -352 shares

    0.01% of the 13F portfolio, value $1,842,476.

    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 18,046 shares
    Change vs previous 13F +15,576 shares

    0.02% of the 13F portfolio, value $1,887,251.

    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 2,470 shares
    Change vs previous 13F +118 shares

    <0.01% of the 13F portfolio, value $317,912.

    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 2,352 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $382,839.

    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).