Skip to content
Disclosery

HB Wealth Management, LLC: BR position timeline

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

HB Wealth Management, LLC held 5,714 BR 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 5,714 shares
    Change vs previous 13F -224 shares

    <0.01% of the 13F portfolio, value $782,591.

    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 5,938 shares
    Change vs previous 13F +786 shares

    0.01% of the 13F portfolio, value $964,888.

    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 5,152 shares
    Change vs previous 13F -215 shares

    0.01% of the 13F portfolio, value $1,149,933.

    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 5,367 shares
    Change vs previous 13F +299 shares

    0.01% of the 13F portfolio, value $1,278,315.

    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 5,068 shares
    Change vs previous 13F -138 shares

    0.01% of the 13F portfolio, value $1,231,773.

    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 5,206 shares
    Change vs previous 13F +2,249 shares

    0.01% of the 13F portfolio, value $1,262,429.

    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 2,957 shares
    Change vs previous 13F +771 shares

    0.01% of the 13F portfolio, value $668,716.

    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 2,186 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $470,216.

    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).