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Disclosery

HB Wealth Management, LLC: CFG position timeline

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

HB Wealth Management, LLC held 36,686 CFG 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 36,686 shares
    Change vs previous 13F -1,261 shares

    0.01% of the 13F portfolio, value $2,570,599.

    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 37,947 shares
    Change vs previous 13F +8,030 shares

    0.01% of the 13F portfolio, value $2,275,712.

    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 29,917 shares
    Change vs previous 13F +6,034 shares

    0.01% of the 13F portfolio, value $1,747,505.

    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 23,883 shares
    Change vs previous 13F +4,275 shares

    0.01% of the 13F portfolio, value $1,269,632.

    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 19,608 shares
    Change vs previous 13F -1,737 shares

    0.01% of the 13F portfolio, value $877,458.

    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 21,345 shares
    Change vs previous 13F +5,037 shares

    0.01% of the 13F portfolio, value $874,507.

    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 16,308 shares
    Change vs previous 13F +1,110 shares

    0.01% of the 13F portfolio, value $713,660.

    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 15,198 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $624,221.

    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).