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HB Wealth Management, LLC: CCEP position timeline

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

HB Wealth Management, LLC held 5,450 CCEP 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 5,450 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $545,401.

    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 5,456 shares
    Change vs previous 13F -67 shares

    <0.01% of the 13F portfolio, value $494,766.

    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 5,523 shares
    Change vs previous 13F +900 shares

    <0.01% of the 13F portfolio, value $501,006.

    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 4,623 shares
    Change vs previous 13F +625 shares

    <0.01% of the 13F portfolio, value $418,027.

    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 3,998 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $370,695.

    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 4,016 shares
    Change vs previous 13F +326 shares

    <0.01% of the 13F portfolio, value $349,512.

    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 3,690 shares
    Change vs previous 13F +243 shares

    <0.01% of the 13F portfolio, value $283,429.

    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 3,447 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,458.

    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).