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Disclosery

HB Wealth Management, LLC: BTI position timeline

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

HB Wealth Management, LLC held 22,048 BTI 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 22,048 shares
    Change vs previous 13F +2,179 shares

    0.01% of the 13F portfolio, value $1,361,729.

    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 19,869 shares
    Change vs previous 13F +3,216 shares

    0.01% of the 13F portfolio, value $1,161,758.

    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 16,653 shares
    Change vs previous 13F -506 shares

    0.01% of the 13F portfolio, value $942,907.

    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 17,159 shares
    Change vs previous 13F +6,059 shares

    0.01% of the 13F portfolio, value $910,834.

    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 11,100 shares
    Change vs previous 13F +944 shares

    <0.01% of the 13F portfolio, value $525,391.

    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 10,156 shares
    Change vs previous 13F +3,259 shares

    <0.01% of the 13F portfolio, value $420,187.

    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 6,897 shares
    Change vs previous 13F -259 shares

    <0.01% of the 13F portfolio, value $250,505.

    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 7,156 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,768.

    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).