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HB Wealth Management, LLC: DVN position timeline

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

HB Wealth Management, LLC held 50,855 DVN 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 50,855 shares
    Change vs previous 13F +20,958 shares

    0.01% of the 13F portfolio, value $2,101,349.

    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 29,897 shares
    Change vs previous 13F +2,634 shares

    0.01% of the 13F portfolio, value $1,504,463.

    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 27,263 shares
    Change vs previous 13F -830 shares

    0.01% of the 13F portfolio, value $998,664.

    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 28,093 shares
    Change vs previous 13F +9,356 shares

    0.01% of the 13F portfolio, value $984,954.

    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 18,737 shares
    Change vs previous 13F -2,816 shares

    <0.01% of the 13F portfolio, value $596,024.

    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 21,553 shares
    Change vs previous 13F +5,510 shares

    0.01% of the 13F portfolio, value $806,096.

    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 16,043 shares
    Change vs previous 13F +594 shares

    0.01% of the 13F portfolio, value $525,118.

    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 15,449 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $604,390.

    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).