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Disclosery

HB Wealth Management, LLC: BDX position timeline

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

HB Wealth Management, LLC held 31,456 BDX 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 31,456 shares
    Change vs previous 13F +2,468 shares

    0.03% of the 13F portfolio, value $4,760,387.

    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 28,988 shares
    Change vs previous 13F -336 shares

    0.03% of the 13F portfolio, value $4,557,849.

    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 29,324 shares
    Change vs previous 13F -3,326 shares

    0.04% of the 13F portfolio, value $5,690,966.

    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 32,650 shares
    Change vs previous 13F +9,678 shares

    0.04% of the 13F portfolio, value $6,111,145.

    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 22,972 shares
    Change vs previous 13F -4,473 shares

    0.03% of the 13F portfolio, value $3,957,078.

    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 27,445 shares
    Change vs previous 13F +5,796 shares

    0.05% of the 13F portfolio, value $6,286,764.

    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 21,649 shares
    Change vs previous 13F +828 shares

    0.05% of the 13F portfolio, value $4,911,698.

    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 20,821 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,019,999.

    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).