Skip to content
Disclosery

HB Wealth Management, LLC: DLR position timeline

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

HB Wealth Management, LLC held 13,240 DLR 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 13,240 shares
    Change vs previous 13F +454 shares

    0.01% of the 13F portfolio, value $2,377,755.

    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 12,786 shares
    Change vs previous 13F +2,638 shares

    0.01% of the 13F portfolio, value $2,304,200.

    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 10,148 shares
    Change vs previous 13F -978 shares

    0.01% of the 13F portfolio, value $1,570,132.

    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 11,126 shares
    Change vs previous 13F +524 shares

    0.01% of the 13F portfolio, value $1,923,484.

    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 10,602 shares
    Change vs previous 13F +804 shares

    0.01% of the 13F portfolio, value $1,848,292.

    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 9,798 shares
    Change vs previous 13F +1,548 shares

    0.01% of the 13F portfolio, value $1,404,031.

    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 8,250 shares
    Change vs previous 13F +1,469 shares

    0.01% of the 13F portfolio, value $1,463,019.

    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 6,781 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,097,413.

    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).