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Disclosery

HB Wealth Management, LLC: BKR position timeline

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

HB Wealth Management, LLC held 48,089 BKR 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 48,089 shares
    Change vs previous 13F +92 shares

    0.01% of the 13F portfolio, value $2,668,994.

    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 47,997 shares
    Change vs previous 13F +2,138 shares

    0.02% of the 13F portfolio, value $2,930,221.

    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 45,859 shares
    Change vs previous 13F +808 shares

    0.01% of the 13F portfolio, value $2,088,427.

    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 45,051 shares
    Change vs previous 13F +6,611 shares

    0.01% of the 13F portfolio, value $2,194,932.

    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 38,440 shares
    Change vs previous 13F -2,368 shares

    0.01% of the 13F portfolio, value $1,473,795.

    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 40,808 shares
    Change vs previous 13F +13,839 shares

    0.02% of the 13F portfolio, value $1,793,512.

    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 26,969 shares
    Change vs previous 13F +1,589 shares

    0.01% of the 13F portfolio, value $1,106,268.

    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 25,380 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $917,487.

    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).