Skip to content
Disclosery

HB Wealth Management, LLC: DAL position timeline

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

HB Wealth Management, LLC held 179,930 DAL 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 179,930 shares
    Change vs previous 13F +2,785 shares

    0.09% of the 13F portfolio, value $16,852,273.

    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 177,145 shares
    Change vs previous 13F +20,203 shares

    0.08% of the 13F portfolio, value $11,776,658.

    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 156,942 shares
    Change vs previous 13F +5,021 shares

    0.07% of the 13F portfolio, value $10,891,842.

    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 151,921 shares
    Change vs previous 13F +22,957 shares

    0.06% of the 13F portfolio, value $8,621,569.

    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 128,964 shares
    Change vs previous 13F -18,135 shares

    0.05% of the 13F portfolio, value $6,342,498.

    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 147,099 shares
    Change vs previous 13F +8,966 shares

    0.05% of the 13F portfolio, value $6,413,552.

    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 138,133 shares
    Change vs previous 13F -14 shares

    0.09% of the 13F portfolio, value $8,357,102.

    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 138,147 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,016,530.

    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).