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Disclosery

HB Wealth Management, LLC: DOW position timeline

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

HB Wealth Management, LLC held 46,777 DOW 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 46,777 shares
    Change vs previous 13F +5,987 shares

    0.01% of the 13F portfolio, value $1,279,824.

    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 40,790 shares
    Change vs previous 13F +15,389 shares

    0.01% of the 13F portfolio, value $1,698,907.

    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 25,401 shares
    Change vs previous 13F +7,909 shares

    <0.01% of the 13F portfolio, value $593,878.

    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 17,492 shares
    Change vs previous 13F -262 shares

    <0.01% of the 13F portfolio, value $401,110.

    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 17,754 shares
    Change vs previous 13F -2,916 shares

    <0.01% of the 13F portfolio, value $470,142.

    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 20,670 shares
    Change vs previous 13F +7,982 shares

    0.01% of the 13F portfolio, value $721,827.

    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 12,688 shares
    Change vs previous 13F +2,222 shares

    0.01% of the 13F portfolio, value $509,169.

    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 10,466 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $571,775.

    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).