HB Wealth Management, LLC: BSCS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on BSCS, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 27,951 BSCS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 27,951 sharesChange vs previous 13F +162 shares
<0.01% of the 13F portfolio, value $569,231.
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 27,789 sharesChange vs previous 13F +1,614 shares
<0.01% of the 13F portfolio, value $567,554.
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 26,175 sharesChange vs previous 13F +159 shares
<0.01% of the 13F portfolio, value $539,215.
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 26,016 sharesChange vs previous 13F -3,467 shares
<0.01% of the 13F portfolio, value $535,169.
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 29,483 sharesChange vs previous 13F +895 shares
<0.01% of the 13F portfolio, value $604,121.
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 28,588 sharesChange vs previous 13F +153 shares
<0.01% of the 13F portfolio, value $581,786.
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 28,435 sharesChange vs previous 13F +900 shares
0.01% of the 13F portfolio, value $572,412.
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 27,535 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $566,124.
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).