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Disclosery

HB Wealth Management, LLC: BX position timeline

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

HB Wealth Management, LLC held 50,885 BX 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 50,885 shares
    Change vs previous 13F +2,747 shares

    0.03% of the 13F portfolio, value $5,987,651.

    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 48,138 shares
    Change vs previous 13F -3,855 shares

    0.04% of the 13F portfolio, value $5,535,453.

    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 51,993 shares
    Change vs previous 13F +4,396 shares

    0.05% of the 13F portfolio, value $8,014,220.

    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 47,597 shares
    Change vs previous 13F +6,503 shares

    0.06% of the 13F portfolio, value $8,132,028.

    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 41,094 shares
    Change vs previous 13F +3,084 shares

    0.05% of the 13F portfolio, value $6,146,896.

    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 38,010 shares
    Change vs previous 13F +12,364 shares

    0.04% of the 13F portfolio, value $5,313,129.

    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 25,646 shares
    Change vs previous 13F -293 shares

    0.05% of the 13F portfolio, value $4,421,999.

    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 25,939 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,972,044.

    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).