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Disclosery

HB Wealth Management, LLC: DFUS position timeline

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

HB Wealth Management, LLC held 189,403 DFUS 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 189,403 shares
    Change vs previous 13F +23 shares

    0.09% of the 13F portfolio, value $15,519,742.

    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 189,380 shares
    Change vs previous 13F -521 shares

    0.09% of the 13F portfolio, value $13,428,956.

    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 189,901 shares
    Change vs previous 13F -50 shares

    0.09% of the 13F portfolio, value $14,085,006.

    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 189,951 shares
    Change vs previous 13F +169 shares

    0.09% of the 13F portfolio, value $13,760,083.

    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 189,782 shares
    Change vs previous 13F +61,337 shares

    0.1% of the 13F portfolio, value $12,719,249.

    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 128,445 shares
    Change vs previous 13F +88 shares

    0.07% of the 13F portfolio, value $7,768,375.

    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).

  7. period ended2024-12-31
    13F 128,357 shares
    Change vs previous 13F +1,684 shares

    0.08% of the 13F portfolio, value $8,182,783.

    13F-HR 0001172661-25-000193 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).

  8. period ended2024-09-30
    13F 126,673 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,879,113.

    13F-HR 0001172661-24-004257 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).