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Disclosery

HB Wealth Management, LLC: CFR position timeline

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

HB Wealth Management, LLC held 4,752 CFR 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 4,752 shares
    Change vs previous 13F +267 shares

    <0.01% of the 13F portfolio, value $734,354.

    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 4,485 shares
    Change vs previous 13F +2,092 shares

    <0.01% of the 13F portfolio, value $614,919.

    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 2,393 shares
    Change vs previous 13F +233 shares

    <0.01% of the 13F portfolio, value $303,049.

    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 2,160 shares
    Change vs previous 13F -95 shares

    <0.01% of the 13F portfolio, value $273,884.

    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 2,255 shares
    Change vs previous 13F +358 shares

    <0.01% of the 13F portfolio, value $289,954.

    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 1,897 shares
    Change vs previous 13F +102 shares

    <0.01% of the 13F portfolio, value $237,504.

    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 1,795 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $240,979.

    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).