Skip to content
Disclosery

HB Wealth Management, LLC: ESGD position timeline

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

HB Wealth Management, LLC held 96,757 ESGD 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 96,757 shares
    Change vs previous 13F +3,826 shares

    0.06% of the 13F portfolio, value $9,947,613.

    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 92,931 shares
    Change vs previous 13F +3,067 shares

    0.06% of the 13F portfolio, value $8,886,064.

    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 89,864 shares
    Change vs previous 13F -271 shares

    0.06% of the 13F portfolio, value $8,545,170.

    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 90,135 shares
    Change vs previous 13F +3,200 shares

    0.06% of the 13F portfolio, value $8,380,792.

    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 86,935 shares
    Change vs previous 13F +63,869 shares

    0.06% of the 13F portfolio, value $7,756,379.

    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 23,066 shares
    Change vs previous 13F +2,342 shares

    0.02% of the 13F portfolio, value $1,884,267.

    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 20,724 shares
    Change vs previous 13F +840 shares

    0.02% of the 13F portfolio, value $1,577,912.

    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 19,884 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,673,657.

    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).