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Disclosery

HB Wealth Management, LLC: EFAV position timeline

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

HB Wealth Management, LLC held 18,458 EFAV 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 18,458 shares
    Change vs previous 13F +781 shares

    0.01% of the 13F portfolio, value $1,618,951.

    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 17,677 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $1,615,147.

    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 17,684 shares
    Change vs previous 13F +326 shares

    0.01% of the 13F portfolio, value $1,525,245.

    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 17,358 shares
    Change vs previous 13F +2,850 shares

    0.01% of the 13F portfolio, value $1,472,479.

    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 14,508 shares
    Change vs previous 13F -3,063 shares

    0.01% of the 13F portfolio, value $1,219,542.

    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 17,571 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $1,369,132.

    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 17,671 shares
    Change vs previous 13F -2,218 shares

    0.01% of the 13F portfolio, value $1,249,516.

    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 19,889 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,525,486.

    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).