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Disclosery

HB Wealth Management, LLC: CSW position timeline

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

HB Wealth Management, LLC held 3,061 CSW 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 3,061 shares
    Change vs previous 13F -32 shares

    <0.01% of the 13F portfolio, value $851,876.

    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 3,093 shares
    Change vs previous 13F -112 shares

    0.01% of the 13F portfolio, value $805,974.

    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 3,205 shares
    Change vs previous 13F -161 shares

    0.01% of the 13F portfolio, value $940,764.

    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 3,366 shares
    Change vs previous 13F -217 shares

    0.01% of the 13F portfolio, value $817,097.

    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 3,583 shares
    Change vs previous 13F -76 shares

    0.01% of the 13F portfolio, value $1,027,712.

    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 3,659 shares
    Change vs previous 13F -176 shares

    0.01% of the 13F portfolio, value $1,066,672.

    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 3,835 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,352,988.

    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).