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HB Wealth Management, LLC: DINO position timeline

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

HB Wealth Management, LLC held 18,918 DINO 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 18,918 shares
    Change vs previous 13F +434 shares

    0.01% of the 13F portfolio, value $1,317,666.

    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 18,484 shares
    Change vs previous 13F +2,680 shares

    0.01% of the 13F portfolio, value $1,153,265.

    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 15,804 shares
    Change vs previous 13F +4,019 shares

    <0.01% of the 13F portfolio, value $728,280.

    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 11,785 shares
    Change vs previous 13F +1,198 shares

    <0.01% of the 13F portfolio, value $616,857.

    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 10,587 shares
    Change vs previous 13F -871 shares

    <0.01% of the 13F portfolio, value $434,937.

    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 11,458 shares
    Change vs previous 13F -1,142 shares

    <0.01% of the 13F portfolio, value $376,758.

    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 12,600 shares
    Change vs previous 13F +923 shares

    <0.01% of the 13F portfolio, value $441,650.

    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 11,677 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $520,469.

    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).