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Disclosery

HB Wealth Management, LLC: DOX position timeline

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

HB Wealth Management, LLC held 0 DOX shares at 2026-03-31 per its 13F-HR filed 2026-04-27.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,059 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,059 shares
    Change vs previous 13F -825 shares

    <0.01% of the 13F portfolio, value $326,790.

    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).

  3. period ended2025-09-30
    13F 4,884 shares
    Change vs previous 13F -191 shares

    <0.01% of the 13F portfolio, value $400,732.

    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).

  4. period ended2025-06-30
    13F 5,075 shares
    Change vs previous 13F -127 shares

    <0.01% of the 13F portfolio, value $463,043.

    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).

  5. period ended2025-03-31
    13F 5,202 shares
    Change vs previous 13F +1,363 shares

    <0.01% of the 13F portfolio, value $475,983.

    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).

  6. period ended2024-12-31
    13F 3,839 shares
    Change vs previous 13F +264 shares

    <0.01% of the 13F portfolio, value $326,852.

    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).

  7. period ended2024-09-30
    13F 3,575 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $312,741.

    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).