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Disclosery

HB Wealth Management, LLC: EMR position timeline

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

HB Wealth Management, LLC held 30,002 EMR 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 30,002 shares
    Change vs previous 13F +130 shares

    0.02% of the 13F portfolio, value $4,294,849.

    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 29,872 shares
    Change vs previous 13F +1,761 shares

    0.03% of the 13F portfolio, value $3,913,930.

    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 28,111 shares
    Change vs previous 13F +2,017 shares

    0.02% of the 13F portfolio, value $3,730,921.

    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 26,094 shares
    Change vs previous 13F +3,119 shares

    0.02% of the 13F portfolio, value $3,423,026.

    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 22,975 shares
    Change vs previous 13F -2,996 shares

    0.02% of the 13F portfolio, value $3,063,361.

    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 25,971 shares
    Change vs previous 13F -3,403 shares

    0.02% of the 13F portfolio, value $2,847,490.

    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 29,374 shares
    Change vs previous 13F +3,636 shares

    0.04% of the 13F portfolio, value $3,640,382.

    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 25,738 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,815,005.

    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).