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Disclosery

HB Wealth Management, LLC: ED position timeline

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

HB Wealth Management, LLC held 20,890 ED 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 20,890 shares
    Change vs previous 13F +2,172 shares

    0.01% of the 13F portfolio, value $2,311,162.

    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 18,718 shares
    Change vs previous 13F +3,145 shares

    0.01% of the 13F portfolio, value $2,118,580.

    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 15,573 shares
    Change vs previous 13F +2,818 shares

    0.01% of the 13F portfolio, value $1,546,756.

    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 12,755 shares
    Change vs previous 13F +1,832 shares

    0.01% of the 13F portfolio, value $1,282,154.

    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 10,923 shares
    Change vs previous 13F -616 shares

    0.01% of the 13F portfolio, value $1,096,126.

    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 11,539 shares
    Change vs previous 13F +2,214 shares

    0.01% of the 13F portfolio, value $1,276,193.

    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 9,325 shares
    Change vs previous 13F +981 shares

    0.01% of the 13F portfolio, value $832,132.

    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 8,344 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $868,914.

    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).