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Disclosery

HB Wealth Management, LLC: DFNM position timeline

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

HB Wealth Management, LLC held 29,776 DFNM 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 29,776 shares
    Change vs previous 13F -26,054 shares

    0.01% of the 13F portfolio, value $1,439,223.

    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 55,830 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,675,932.

    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 55,830 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,689,331.

    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 55,830 shares
    Change vs previous 13F -10,325 shares

    0.02% of the 13F portfolio, value $2,678,723.

    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 66,155 shares
    Change vs previous 13F +43,161 shares

    0.03% of the 13F portfolio, value $3,137,732.

    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 22,994 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,093,825.

    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).