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Disclosery

HB Wealth Management, LLC: DFAE position timeline

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

HB Wealth Management, LLC held 107,499 DFAE 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 107,499 shares
    Change vs previous 13F -1,515 shares

    0.02% of the 13F portfolio, value $4,322,535.

    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 109,014 shares
    Change vs previous 13F +5,388 shares

    0.02% of the 13F portfolio, value $3,691,214.

    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 103,626 shares
    Change vs previous 13F +18,401 shares

    0.02% of the 13F portfolio, value $3,375,099.

    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 85,225 shares
    Change vs previous 13F +34,468 shares

    0.02% of the 13F portfolio, value $2,687,144.

    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 50,757 shares
    Change vs previous 13F +7,448 shares

    0.01% of the 13F portfolio, value $1,469,415.

    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 43,309 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,121,270.

    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).