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Disclosery

HB Wealth Management, LLC: C position timeline

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

HB Wealth Management, LLC held 103,976 C 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 103,976 shares
    Change vs previous 13F +4,799 shares

    0.08% of the 13F portfolio, value $14,552,594.

    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 99,177 shares
    Change vs previous 13F +9,270 shares

    0.07% of the 13F portfolio, value $11,247,676.

    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 89,907 shares
    Change vs previous 13F +3,471 shares

    0.07% of the 13F portfolio, value $10,491,361.

    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 86,436 shares
    Change vs previous 13F +15,848 shares

    0.06% of the 13F portfolio, value $8,773,296.

    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 70,588 shares
    Change vs previous 13F -1,208 shares

    0.05% of the 13F portfolio, value $6,008,480.

    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 71,796 shares
    Change vs previous 13F +23,065 shares

    0.04% of the 13F portfolio, value $5,096,826.

    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 48,731 shares
    Change vs previous 13F +5,802 shares

    0.04% of the 13F portfolio, value $3,430,187.

    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 42,929 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,687,409.

    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).