Skip to content
Disclosery

HB Wealth Management, LLC: CSGP position timeline

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

HB Wealth Management, LLC held 71,357 CSGP 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 71,357 shares
    Change vs previous 13F +4,900 shares

    0.01% of the 13F portfolio, value $2,020,834.

    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 66,457 shares
    Change vs previous 13F -7,347 shares

    0.02% of the 13F portfolio, value $2,680,875.

    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 73,804 shares
    Change vs previous 13F -3,095 shares

    0.03% of the 13F portfolio, value $4,962,581.

    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 76,899 shares
    Change vs previous 13F +19,662 shares

    0.04% of the 13F portfolio, value $6,487,969.

    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 57,237 shares
    Change vs previous 13F -19,449 shares

    0.04% of the 13F portfolio, value $4,601,855.

    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 76,686 shares
    Change vs previous 13F +72,095 shares

    0.05% of the 13F portfolio, value $6,075,832.

    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 4,591 shares
    Change vs previous 13F -1,478 shares

    <0.01% of the 13F portfolio, value $328,670.

    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 6,069 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $457,845.

    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).