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Disclosery

HB Wealth Management, LLC: BCS position timeline

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

HB Wealth Management, LLC held 27,669 BCS 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 27,669 shares
    Change vs previous 13F +959 shares

    <0.01% of the 13F portfolio, value $743,204.

    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 26,710 shares
    Change vs previous 13F +2,205 shares

    <0.01% of the 13F portfolio, value $565,198.

    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 24,505 shares
    Change vs previous 13F +296 shares

    <0.01% of the 13F portfolio, value $623,669.

    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 24,209 shares
    Change vs previous 13F +4,645 shares

    <0.01% of the 13F portfolio, value $500,414.

    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 19,564 shares
    Change vs previous 13F -2,203 shares

    <0.01% of the 13F portfolio, value $363,695.

    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 21,767 shares
    Change vs previous 13F +11,416 shares

    <0.01% of the 13F portfolio, value $334,341.

    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 10,351 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $137,571.

    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).