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Disclosery

HB Wealth Management, LLC: DOC position timeline

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

HB Wealth Management, LLC held 36,419 DOC 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 36,419 shares
    Change vs previous 13F -1,097 shares

    <0.01% of the 13F portfolio, value $779,367.

    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 37,516 shares
    Change vs previous 13F +10,011 shares

    <0.01% of the 13F portfolio, value $616,388.

    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 27,505 shares
    Change vs previous 13F -3,583 shares

    <0.01% of the 13F portfolio, value $442,280.

    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 31,088 shares
    Change vs previous 13F +6,986 shares

    <0.01% of the 13F portfolio, value $595,335.

    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 24,102 shares
    Change vs previous 13F -1,663 shares

    <0.01% of the 13F portfolio, value $422,026.

    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 25,765 shares
    Change vs previous 13F +9,351 shares

    <0.01% of the 13F portfolio, value $520,968.

    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 16,414 shares
    Change vs previous 13F +7,546 shares

    <0.01% of the 13F portfolio, value $332,712.

    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 8,868 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,812.

    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).