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Disclosery

HB Wealth Management, LLC: ETHE position timeline

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

HB Wealth Management, LLC held 35,350 ETHE 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 35,350 shares
    Change vs previous 13F +1,221 shares

    <0.01% of the 13F portfolio, value $451,066.

    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 34,129 shares
    Change vs previous 13F +12,433 shares

    <0.01% of the 13F portfolio, value $582,582.

    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 21,696 shares
    Change vs previous 13F +2,172 shares

    <0.01% of the 13F portfolio, value $528,732.

    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 19,524 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $669,087.

    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 19,574 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $408,314.

    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 19,587 shares
    Change vs previous 13F +9,971 shares

    <0.01% of the 13F portfolio, value $298,114.

    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 9,616 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $269,440.

    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).