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Disclosery

HB Wealth Management, LLC: CDNS position timeline

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

HB Wealth Management, LLC held 14,182 CDNS 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 14,182 shares
    Change vs previous 13F -865 shares

    0.03% of the 13F portfolio, value $5,322,838.

    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 15,047 shares
    Change vs previous 13F -4,186 shares

    0.03% of the 13F portfolio, value $4,181,147.

    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 19,233 shares
    Change vs previous 13F -46 shares

    0.04% of the 13F portfolio, value $6,012,103.

    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 19,279 shares
    Change vs previous 13F +920 shares

    0.05% of the 13F portfolio, value $6,772,225.

    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 18,359 shares
    Change vs previous 13F +184 shares

    0.05% of the 13F portfolio, value $5,657,326.

    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 18,175 shares
    Change vs previous 13F +13,635 shares

    0.04% of the 13F portfolio, value $4,622,569.

    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 4,540 shares
    Change vs previous 13F +811 shares

    0.01% of the 13F portfolio, value $1,364,091.

    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 3,729 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,010,762.

    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).