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Disclosery

HB Wealth Management, LLC: BMO position timeline

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

HB Wealth Management, LLC held 12,873 BMO 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 12,873 shares
    Change vs previous 13F +3,389 shares

    0.01% of the 13F portfolio, value $2,274,713.

    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 9,484 shares
    Change vs previous 13F +4,834 shares

    0.01% of the 13F portfolio, value $1,283,585.

    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 4,650 shares
    Change vs previous 13F +495 shares

    <0.01% of the 13F portfolio, value $603,543.

    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 4,155 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $541,208.

    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 4,158 shares
    Change vs previous 13F -371 shares

    <0.01% of the 13F portfolio, value $460,016.

    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 4,529 shares
    Change vs previous 13F +1,593 shares

    <0.01% of the 13F portfolio, value $432,579.

    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 2,936 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $284,939.

    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).