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Disclosery

HB Wealth Management, LLC: CB position timeline

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

HB Wealth Management, LLC held 45,887 CB 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 45,887 shares
    Change vs previous 13F -1,562 shares

    0.09% of the 13F portfolio, value $15,635,844.

    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 47,449 shares
    Change vs previous 13F +1,133 shares

    0.1% of the 13F portfolio, value $15,465,378.

    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 46,316 shares
    Change vs previous 13F +4,667 shares

    0.09% of the 13F portfolio, value $14,456,375.

    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 41,649 shares
    Change vs previous 13F +5,102 shares

    0.08% of the 13F portfolio, value $11,755,497.

    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 36,547 shares
    Change vs previous 13F -101 shares

    0.08% of the 13F portfolio, value $10,588,456.

    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 36,648 shares
    Change vs previous 13F +3,899 shares

    0.09% of the 13F portfolio, value $11,067,547.

    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 32,749 shares
    Change vs previous 13F +1,193 shares

    0.09% of the 13F portfolio, value $9,047,639.

    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 31,556 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,100,566.

    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).