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HB Wealth Management, LLC: CNH position timeline

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

HB Wealth Management, LLC held 21,699 CNH 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 21,699 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $243,680.

    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 21,658 shares
    Change vs previous 13F +8,897 shares

    <0.01% of the 13F portfolio, value $238,238.

    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 12,761 shares
    Change vs previous 13F -10,010 shares

    <0.01% of the 13F portfolio, value $117,656.

    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 22,771 shares
    Change vs previous 13F +3,335 shares

    <0.01% of the 13F portfolio, value $247,068.

    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 19,436 shares
    Change vs previous 13F -346 shares

    <0.01% of the 13F portfolio, value $251,894.

    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 19,782 shares
    Change vs previous 13F +267 shares

    <0.01% of the 13F portfolio, value $242,923.

    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 19,515 shares
    Change vs previous 13F +9,003 shares

    <0.01% of the 13F portfolio, value $221,105.

    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 10,512 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $116,683.

    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).