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HB Wealth Management, LLC: BN position timeline

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

HB Wealth Management, LLC held 156,576 BN 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 156,576 shares
    Change vs previous 13F +714 shares

    0.04% of the 13F portfolio, value $6,668,778.

    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 155,862 shares
    Change vs previous 13F +128 shares

    0.04% of the 13F portfolio, value $6,307,515.

    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 155,734 shares
    Change vs previous 13F +52,625 shares

    0.05% of the 13F portfolio, value $7,146,930.

    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 103,109 shares
    Change vs previous 13F +10,562 shares

    0.05% of the 13F portfolio, value $7,071,351.

    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 92,547 shares
    Change vs previous 13F -18,409 shares

    0.05% of the 13F portfolio, value $5,723,969.

    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 110,956 shares
    Change vs previous 13F +86,208 shares

    0.05% of the 13F portfolio, value $5,815,041.

    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 24,748 shares
    Change vs previous 13F +175 shares

    0.01% of the 13F portfolio, value $1,421,742.

    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 24,573 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,306,103.

    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).