Skip to content
Disclosery

HB Wealth Management, LLC: D position timeline

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

HB Wealth Management, LLC held 73,917 D 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 73,917 shares
    Change vs previous 13F +25,939 shares

    0.03% of the 13F portfolio, value $5,047,833.

    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 47,978 shares
    Change vs previous 13F +4,947 shares

    0.02% of the 13F portfolio, value $2,966,052.

    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 43,031 shares
    Change vs previous 13F -549 shares

    0.02% of the 13F portfolio, value $2,521,239.

    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 43,580 shares
    Change vs previous 13F +10,190 shares

    0.02% of the 13F portfolio, value $2,665,835.

    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 33,390 shares
    Change vs previous 13F -4,269 shares

    0.02% of the 13F portfolio, value $1,887,241.

    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 37,659 shares
    Change vs previous 13F +1,666 shares

    0.02% of the 13F portfolio, value $2,111,587.

    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 35,993 shares
    Change vs previous 13F +4,861 shares

    0.02% of the 13F portfolio, value $1,938,622.

    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 31,132 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,799,164.

    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).