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Disclosery

HB Wealth Management, LLC: EFA position timeline

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

HB Wealth Management, LLC held 305,287 EFA 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 305,287 shares
    Change vs previous 13F +11,779 shares

    0.18% of the 13F portfolio, value $31,713,242.

    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 293,508 shares
    Change vs previous 13F +30,877 shares

    0.18% of the 13F portfolio, value $28,508,475.

    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 262,631 shares
    Change vs previous 13F +21,613 shares

    0.16% of the 13F portfolio, value $25,220,528.

    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 241,018 shares
    Change vs previous 13F +42,497 shares

    0.15% of the 13F portfolio, value $22,503,877.

    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 198,521 shares
    Change vs previous 13F -10,036 shares

    0.14% of the 13F portfolio, value $17,745,875.

    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 208,557 shares
    Change vs previous 13F +27,493 shares

    0.14% of the 13F portfolio, value $17,045,434.

    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 181,064 shares
    Change vs previous 13F -31 shares

    0.14% of the 13F portfolio, value $13,690,269.

    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 181,095 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $15,145,031.

    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).