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Disclosery

HB Wealth Management, LLC: BNY position timeline

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

HB Wealth Management, LLC held 43,139 BNY 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 43,139 shares
    Change vs previous 13F +1,010 shares

    0.04% of the 13F portfolio, value $6,238,440.

    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 42,129 shares
    Change vs previous 13F +3,132 shares

    0.03% of the 13F portfolio, value $4,997,850.

    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 38,997 shares
    Change vs previous 13F +3,210 shares

    0.03% of the 13F portfolio, value $4,527,233.

    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 35,787 shares
    Change vs previous 13F +3,737 shares

    0.03% of the 13F portfolio, value $3,899,401.

    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 32,050 shares
    Change vs previous 13F +2,201 shares

    0.02% of the 13F portfolio, value $2,920,091.

    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 29,849 shares
    Change vs previous 13F +11,034 shares

    0.02% of the 13F portfolio, value $2,503,441.

    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 18,815 shares
    Change vs previous 13F +5,172 shares

    0.01% of the 13F portfolio, value $1,445,557.

    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 13,643 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $980,386.

    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).