HB Wealth Management, LLC: DCOR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on DCOR, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 100,309 DCOR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 100,309 sharesChange vs previous 13F -2,374 shares
0.05% of the 13F portfolio, value $8,223,337.
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 102,683 sharesChange vs previous 13F +442 shares
0.05% of the 13F portfolio, value $7,401,396.
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 102,241 sharesChange vs previous 13F +9,353 shares
0.05% of the 13F portfolio, value $7,528,054.
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 92,888 sharesChange vs previous 13F +30,279 shares
0.05% of the 13F portfolio, value $6,682,364.
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 62,609 sharesChange vs previous 13F -19,302 shares
0.03% of the 13F portfolio, value $4,185,472.
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 81,911 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $5,023,622.
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).