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Disclosery

HB Wealth Management, LLC: EXC position timeline

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

HB Wealth Management, LLC held 43,730 EXC 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 43,730 shares
    Change vs previous 13F +1,864 shares

    0.01% of the 13F portfolio, value $2,038,703.

    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 41,866 shares
    Change vs previous 13F +4,370 shares

    0.01% of the 13F portfolio, value $2,052,294.

    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 37,496 shares
    Change vs previous 13F +1,411 shares

    0.01% of the 13F portfolio, value $1,634,476.

    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 36,085 shares
    Change vs previous 13F +3,365 shares

    0.01% of the 13F portfolio, value $1,624,186.

    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 32,720 shares
    Change vs previous 13F -2,814 shares

    0.01% of the 13F portfolio, value $1,420,732.

    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 35,534 shares
    Change vs previous 13F +11,212 shares

    0.01% of the 13F portfolio, value $1,637,424.

    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 24,322 shares
    Change vs previous 13F +6,672 shares

    0.01% of the 13F portfolio, value $915,485.

    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 17,650 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $715,729.

    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).