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
- period ended2026-06-3013F 18,918 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,484 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,804 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,785 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,587 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,458 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,600 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,677 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).