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Disclosery

HB Wealth Management, LLC: BSV position timeline

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

HB Wealth Management, LLC held 47,016 BSV 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 47,016 shares
    Change vs previous 13F +3,686 shares

    0.02% of the 13F portfolio, value $3,663,093.

    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 43,330 shares
    Change vs previous 13F -7,425 shares

    0.02% of the 13F portfolio, value $3,397,531.

    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 50,755 shares
    Change vs previous 13F +16,109 shares

    0.03% of the 13F portfolio, value $4,000,029.

    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 34,646 shares
    Change vs previous 13F -8,223 shares

    0.02% of the 13F portfolio, value $2,733,984.

    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 42,869 shares
    Change vs previous 13F -21,642 shares

    0.03% of the 13F portfolio, value $3,373,809.

    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 64,511 shares
    Change vs previous 13F -27,094 shares

    0.04% of the 13F portfolio, value $5,049,985.

    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 91,605 shares
    Change vs previous 13F +25,023 shares

    0.07% of the 13F portfolio, value $7,078,367.

    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 66,582 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,239,351.

    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).