HB Wealth Management, LLC: CLX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on CLX, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 4,206 CLX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 4,206 sharesChange vs previous 13F -904 shares
<0.01% of the 13F portfolio, value $401,471.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,110 sharesChange vs previous 13F +189 shares
<0.01% of the 13F portfolio, value $529,566.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,921 sharesChange vs previous 13F -1 shares
<0.01% of the 13F portfolio, value $496,201.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,922 sharesChange vs previous 13F +1,754 shares
<0.01% of the 13F portfolio, value $606,891.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,168 sharesChange vs previous 13F -1,783 shares
<0.01% of the 13F portfolio, value $380,498.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,951 sharesChange vs previous 13F +363 shares
0.01% of the 13F portfolio, value $729,044.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,588 sharesChange vs previous 13F +506 shares
0.01% of the 13F portfolio, value $745,123.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,082 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $665,009.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).