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Disclosery

HB Wealth Management, LLC: BLK position timeline

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

HB Wealth Management, LLC held 8,826 BLK 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 8,826 shares
    Change vs previous 13F +100 shares

    0.05% of the 13F portfolio, value $8,487,246.

    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 8,726 shares
    Change vs previous 13F +523 shares

    0.05% of the 13F portfolio, value $8,392,624.

    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 8,203 shares
    Change vs previous 13F +228 shares

    0.06% of the 13F portfolio, value $8,780,073.

    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 7,975 shares
    Change vs previous 13F +1,727 shares

    0.06% of the 13F portfolio, value $9,298,731.

    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 6,248 shares
    Change vs previous 13F -1,956 shares

    0.05% of the 13F portfolio, value $6,556,214.

    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 8,204 shares
    Change vs previous 13F +1,787 shares

    0.07% of the 13F portfolio, value $7,765,866.

    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 6,417 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,578,535.

    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).