Skip to content
Disclosery

HB Wealth Management, LLC: CCI position timeline

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

HB Wealth Management, LLC held 16,078 CCI 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 16,078 shares
    Change vs previous 13F -734 shares

    0.01% of the 13F portfolio, value $1,217,588.

    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 16,812 shares
    Change vs previous 13F +1,283 shares

    0.01% of the 13F portfolio, value $1,367,031.

    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 15,529 shares
    Change vs previous 13F -314 shares

    0.01% of the 13F portfolio, value $1,380,081.

    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 15,843 shares
    Change vs previous 13F +978 shares

    0.01% of the 13F portfolio, value $1,528,755.

    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 14,865 shares
    Change vs previous 13F +1,533 shares

    0.01% of the 13F portfolio, value $1,527,125.

    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 13,332 shares
    Change vs previous 13F +3,576 shares

    0.01% of the 13F portfolio, value $1,389,693.

    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 9,756 shares
    Change vs previous 13F -719 shares

    0.01% of the 13F portfolio, value $885,373.

    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 10,475 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,242,760.

    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).