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HB Wealth Management, LLC: CEG position timeline

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

HB Wealth Management, LLC held 12,265 CEG 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 12,265 shares
    Change vs previous 13F +565 shares

    0.02% of the 13F portfolio, value $3,046,426.

    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 11,700 shares
    Change vs previous 13F +1,508 shares

    0.02% of the 13F portfolio, value $3,267,346.

    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 10,192 shares
    Change vs previous 13F +481 shares

    0.02% of the 13F portfolio, value $3,600,585.

    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 9,711 shares
    Change vs previous 13F +1,680 shares

    0.02% of the 13F portfolio, value $3,195,608.

    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 8,031 shares
    Change vs previous 13F +389 shares

    0.02% of the 13F portfolio, value $2,592,344.

    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 7,642 shares
    Change vs previous 13F +1,337 shares

    0.01% of the 13F portfolio, value $1,540,998.

    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 6,305 shares
    Change vs previous 13F +682 shares

    0.01% of the 13F portfolio, value $1,411,047.

    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 5,623 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,462,182.

    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).