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HB Wealth Management, LLC: BSCT position timeline

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

HB Wealth Management, LLC held 34,224 BSCT 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 34,224 shares
    Change vs previous 13F +266 shares

    <0.01% of the 13F portfolio, value $635,725.

    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 33,958 shares
    Change vs previous 13F +2,113 shares

    <0.01% of the 13F portfolio, value $633,684.

    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 31,845 shares
    Change vs previous 13F +254 shares

    <0.01% of the 13F portfolio, value $599,803.

    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 31,591 shares
    Change vs previous 13F -2,319 shares

    <0.01% of the 13F portfolio, value $594,234.

    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 33,910 shares
    Change vs previous 13F +799 shares

    0.01% of the 13F portfolio, value $634,128.

    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 33,111 shares
    Change vs previous 13F +244 shares

    0.01% of the 13F portfolio, value $613,553.

    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 32,867 shares
    Change vs previous 13F +2,880 shares

    0.01% of the 13F portfolio, value $602,793.

    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 29,987 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $564,057.

    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).