Skip to content

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

  1. period ended2026-06-30
    13F 100,309 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 102,683 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 102,241 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 92,888 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 62,609 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 81,911 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).