HB Wealth Management, LLC: BSCU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on BSCU, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 21,200 BSCU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 21,200 sharesChange vs previous 13F +170 shares
<0.01% of the 13F portfolio, value $352,874.
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 21,030 sharesChange vs previous 13F +5,192 shares
<0.01% of the 13F portfolio, value $351,608.
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 15,838 sharesChange vs previous 13F +3,083 shares
<0.01% of the 13F portfolio, value $267,983.
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 12,755 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $215,563.
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).