HB Wealth Management, LLC: BP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on BP, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 41,212 BP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 41,212 sharesChange vs previous 13F +2,932 shares
0.01% of the 13F portfolio, value $1,522,784.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 38,280 sharesChange vs previous 13F +1,100 shares
0.01% of the 13F portfolio, value $1,799,203.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 37,180 sharesChange vs previous 13F +397 shares
0.01% of the 13F portfolio, value $1,291,269.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 36,783 sharesChange vs previous 13F +7,150 shares
0.01% of the 13F portfolio, value $1,267,575.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,633 sharesChange vs previous 13F -2,137 shares
0.01% of the 13F portfolio, value $886,931.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,770 sharesChange vs previous 13F +13,001 shares
0.01% of the 13F portfolio, value $1,073,526.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,769 sharesChange vs previous 13F +319 shares
0.01% of the 13F portfolio, value $554,695.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,450 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $579,162.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).