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Disclosery

HB Wealth Management, LLC: CHTR position timeline

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

HB Wealth Management, LLC held 5,130 CHTR 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 5,130 shares
    Change vs previous 13F +3,051 shares

    <0.01% of the 13F portfolio, value $729,537.

    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 2,079 shares
    Change vs previous 13F -85 shares

    <0.01% of the 13F portfolio, value $448,815.

    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 2,164 shares
    Change vs previous 13F -136 shares

    <0.01% of the 13F portfolio, value $451,735.

    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 2,300 shares
    Change vs previous 13F +395 shares

    <0.01% of the 13F portfolio, value $632,742.

    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 1,905 shares
    Change vs previous 13F -326 shares

    0.01% of the 13F portfolio, value $778,783.

    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 2,231 shares
    Change vs previous 13F +571 shares

    0.01% of the 13F portfolio, value $822,190.

    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 1,660 shares
    Change vs previous 13F +126 shares

    0.01% of the 13F portfolio, value $569,004.

    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 1,534 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $497,139.

    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).