Skip to content

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

  1. period ended2026-06-30
    13F 27,951 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,789 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,175 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,016 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,483 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,588 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,435 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,535 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).