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
- period ended2026-06-3013F 2,710 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,974 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,359 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,356 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,376 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,066 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 987 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).