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Disclosery

HB Wealth Management, LLC: BUD position timeline

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

HB Wealth Management, LLC held 8,841 BUD 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 8,841 shares
    Change vs previous 13F +2,418 shares

    <0.01% of the 13F portfolio, value $728,556.

    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 6,423 shares
    Change vs previous 13F +1,151 shares

    <0.01% of the 13F portfolio, value $445,602.

    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 5,272 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $337,619.

    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 5,210 shares
    Change vs previous 13F +1,997 shares

    <0.01% of the 13F portfolio, value $310,603.

    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 3,213 shares
    Change vs previous 13F -1,894 shares

    <0.01% of the 13F portfolio, value $220,843.

    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 5,107 shares
    Change vs previous 13F +422 shares

    <0.01% of the 13F portfolio, value $314,404.

    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 4,685 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $234,560.

    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 4,722 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $313,053.

    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).