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Disclosery

HB Wealth Management, LLC: EXP position timeline

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

HB Wealth Management, LLC held 2,731 EXP 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 2,731 shares
    Change vs previous 13F +860 shares

    <0.01% of the 13F portfolio, value $614,477.

    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 1,871 shares
    Change vs previous 13F +87 shares

    <0.01% of the 13F portfolio, value $354,461.

    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 1,784 shares
    Change vs previous 13F +683 shares

    <0.01% of the 13F portfolio, value $368,717.

    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 1,101 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $256,577.

    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 1,118 shares
    Change vs previous 13F +182 shares

    <0.01% of the 13F portfolio, value $225,959.

    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 936 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $207,726.

    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).