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Disclosery

HB Wealth Management, LLC: BIZD position timeline

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

HB Wealth Management, LLC held 20,646 BIZD 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 20,646 shares
    Change vs previous 13F +2,316 shares

    <0.01% of the 13F portfolio, value $261,384.

    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 18,330 shares
    Change vs previous 13F -2,350 shares

    <0.01% of the 13F portfolio, value $234,628.

    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 20,680 shares
    Change vs previous 13F +383 shares

    <0.01% of the 13F portfolio, value $293,247.

    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 20,297 shares
    Change vs previous 13F +207 shares

    <0.01% of the 13F portfolio, value $303,245.

    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 20,090 shares
    Change vs previous 13F -4,899 shares

    <0.01% of the 13F portfolio, value $327,081.

    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 24,989 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $418,820.

    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 24,989 shares
    Change vs previous 13F +8,480 shares

    <0.01% of the 13F portfolio, value $415,571.

    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).

  8. period ended2024-09-30
    13F 16,509 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $273,403.

    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).