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HB Wealth Management, LLC: CSL position timeline

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

HB Wealth Management, LLC held 2,710 CSL 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 2,710 shares
    Change vs previous 13F -264 shares

    0.01% of the 13F portfolio, value $983,362.

    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 2,974 shares
    Change vs previous 13F +615 shares

    0.01% of the 13F portfolio, value $992,469.

    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 2,359 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $754,827.

    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 2,356 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $775,246.

    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 2,376 shares
    Change vs previous 13F +310 shares

    0.01% of the 13F portfolio, value $887,201.

    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 2,066 shares
    Change vs previous 13F +1,079 shares

    0.01% of the 13F portfolio, value $703,473.

    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 987 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $364,045.

    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).