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HB Wealth Management, LLC: COP position timeline

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

HB Wealth Management, LLC held 63,925 COP 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 63,925 shares
    Change vs previous 13F +3,986 shares

    0.04% of the 13F portfolio, value $6,645,745.

    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 59,939 shares
    Change vs previous 13F +4,671 shares

    0.05% of the 13F portfolio, value $7,912,017.

    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 55,268 shares
    Change vs previous 13F +975 shares

    0.03% of the 13F portfolio, value $5,173,660.

    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 54,293 shares
    Change vs previous 13F +8,124 shares

    0.03% of the 13F portfolio, value $5,135,621.

    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 46,169 shares
    Change vs previous 13F -1,080 shares

    0.03% of the 13F portfolio, value $4,143,264.

    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 47,249 shares
    Change vs previous 13F +8,136 shares

    0.04% of the 13F portfolio, value $4,962,131.

    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 39,113 shares
    Change vs previous 13F +3,379 shares

    0.04% of the 13F portfolio, value $3,878,322.

    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 35,734 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,762,080.

    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).