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Disclosery

HB Wealth Management, LLC: F position timeline

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

HB Wealth Management, LLC held 126,058 F 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 126,058 shares
    Change vs previous 13F +19,126 shares

    0.01% of the 13F portfolio, value $1,752,214.

    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 106,932 shares
    Change vs previous 13F -10,488 shares

    0.01% of the 13F portfolio, value $1,234,001.

    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 117,420 shares
    Change vs previous 13F -31,512 shares

    0.01% of the 13F portfolio, value $1,540,563.

    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 148,932 shares
    Change vs previous 13F +55,609 shares

    0.01% of the 13F portfolio, value $1,781,231.

    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 93,323 shares
    Change vs previous 13F +9,701 shares

    0.01% of the 13F portfolio, value $1,012,556.

    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 83,622 shares
    Change vs previous 13F +34,547 shares

    0.01% of the 13F portfolio, value $838,730.

    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 49,075 shares
    Change vs previous 13F +6,149 shares

    <0.01% of the 13F portfolio, value $485,843.

    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 42,926 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $453,304.

    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).