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Disclosery

HB Wealth Management, LLC: DHR position timeline

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

HB Wealth Management, LLC held 49,772 DHR 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 49,772 shares
    Change vs previous 13F -7,499 shares

    0.05% of the 13F portfolio, value $9,480,656.

    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 57,271 shares
    Change vs previous 13F +412 shares

    0.07% of the 13F portfolio, value $10,858,652.

    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 56,859 shares
    Change vs previous 13F +2,846 shares

    0.08% of the 13F portfolio, value $13,016,175.

    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 54,013 shares
    Change vs previous 13F +2,478 shares

    0.07% of the 13F portfolio, value $10,708,762.

    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 51,535 shares
    Change vs previous 13F -5,409 shares

    0.08% of the 13F portfolio, value $10,180,282.

    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 56,944 shares
    Change vs previous 13F +44,141 shares

    0.1% of the 13F portfolio, value $11,673,597.

    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 12,803 shares
    Change vs previous 13F -479 shares

    0.03% of the 13F portfolio, value $2,939,040.

    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 13,282 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,692,936.

    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).