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Disclosery

HB Wealth Management, LLC: CMS position timeline

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

HB Wealth Management, LLC held 33,781 CMS 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 33,781 shares
    Change vs previous 13F +1,465 shares

    0.01% of the 13F portfolio, value $2,584,276.

    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 32,316 shares
    Change vs previous 13F +3,765 shares

    0.02% of the 13F portfolio, value $2,507,095.

    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 28,551 shares
    Change vs previous 13F +496 shares

    0.01% of the 13F portfolio, value $1,996,580.

    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 28,055 shares
    Change vs previous 13F +977 shares

    0.01% of the 13F portfolio, value $2,055,309.

    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 27,078 shares
    Change vs previous 13F -841 shares

    0.02% of the 13F portfolio, value $1,875,976.

    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 27,919 shares
    Change vs previous 13F +4,665 shares

    0.02% of the 13F portfolio, value $2,097,051.

    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 23,254 shares
    Change vs previous 13F +3,041 shares

    0.02% of the 13F portfolio, value $1,549,879.

    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 20,213 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,427,644.

    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).