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HB Wealth Management, LLC: ET position timeline

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

HB Wealth Management, LLC held 215,505 ET 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 215,505 shares
    Change vs previous 13F +25,232 shares

    0.02% of the 13F portfolio, value $4,120,456.

    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 190,273 shares
    Change vs previous 13F -7,243 shares

    0.02% of the 13F portfolio, value $3,672,271.

    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 197,516 shares
    Change vs previous 13F +49,664 shares

    0.02% of the 13F portfolio, value $3,257,049.

    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 147,852 shares
    Change vs previous 13F +3,386 shares

    0.02% of the 13F portfolio, value $2,537,151.

    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 144,466 shares
    Change vs previous 13F -41,294 shares

    0.02% of the 13F portfolio, value $2,619,186.

    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 185,760 shares
    Change vs previous 13F +33,231 shares

    0.03% of the 13F portfolio, value $3,453,289.

    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 152,529 shares
    Change vs previous 13F +837 shares

    0.03% of the 13F portfolio, value $2,988,043.

    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 151,692 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,434,666.

    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).