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Disclosery

HB Wealth Management, LLC: CI position timeline

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

HB Wealth Management, LLC held 20,629 CI 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 20,629 shares
    Change vs previous 13F +1,483 shares

    0.03% of the 13F portfolio, value $5,687,130.

    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 19,146 shares
    Change vs previous 13F +3,880 shares

    0.03% of the 13F portfolio, value $5,107,363.

    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 15,266 shares
    Change vs previous 13F -720 shares

    0.03% of the 13F portfolio, value $4,201,924.

    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 15,986 shares
    Change vs previous 13F +1,204 shares

    0.03% of the 13F portfolio, value $4,608,214.

    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 14,782 shares
    Change vs previous 13F +2,032 shares

    0.04% of the 13F portfolio, value $4,886,790.

    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 12,750 shares
    Change vs previous 13F +2,779 shares

    0.04% of the 13F portfolio, value $4,194,873.

    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 9,971 shares
    Change vs previous 13F -342 shares

    0.03% of the 13F portfolio, value $2,753,647.

    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 10,313 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,572,942.

    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).