HB Wealth Management, LLC: CRD-A position timeline

HB Wealth Management, LLC held 20,616 CRD-A 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 20,616 shares

   Change vs previous 13F -20,836 shares

   <0.01% of the 13F portfolio, value $232,342.

   13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 41,452 shares

   Change vs previous 13F -20,505 shares

   <0.01% of the 13F portfolio, value $413,276.

   13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 61,957 shares

   Change vs previous 13F -20,474 shares

   <0.01% of the 13F portfolio, value $697,016.

   13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 82,431 shares

   Change vs previous 13F -19,030 shares

   0.01% of the 13F portfolio, value $882,012.

   13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 101,461 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $1,073,457.

   13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).