HB Wealth Management, LLC: EGP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on EGP, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 1,922 EGP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,922 sharesChange vs previous 13F +161 shares
<0.01% of the 13F portfolio, value $389,451.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,761 sharesChange vs previous 13F +154 shares
<0.01% of the 13F portfolio, value $326,070.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,607 sharesChange vs previous 13F -3 shares
<0.01% of the 13F portfolio, value $286,371.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,610 sharesChange vs previous 13F -728 shares
<0.01% of the 13F portfolio, value $272,602.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,338 sharesChange vs previous 13F +644 shares
<0.01% of the 13F portfolio, value $390,877.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,694 sharesChange vs previous 13F +381 shares
<0.01% of the 13F portfolio, value $298,557.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,313 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $210,723.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).