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Disclosery

HB Wealth Management, LLC: DFEM position timeline

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

HB Wealth Management, LLC held 176,573 DFEM 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 176,573 shares
    Change vs previous 13F -11,422 shares

    0.04% of the 13F portfolio, value $7,175,927.

    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 187,995 shares
    Change vs previous 13F -12,791 shares

    0.04% of the 13F portfolio, value $6,495,227.

    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 200,786 shares
    Change vs previous 13F -122 shares

    0.04% of the 13F portfolio, value $6,642,001.

    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 200,908 shares
    Change vs previous 13F -2,085 shares

    0.04% of the 13F portfolio, value $6,443,120.

    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 202,993 shares
    Change vs previous 13F +108,337 shares

    0.05% of the 13F portfolio, value $6,024,832.

    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 94,656 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,504,598.

    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).