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HB Wealth Management, LLC: FAST position timeline

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

HB Wealth Management, LLC held 79,493 FAST 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 79,493 shares
    Change vs previous 13F -6,376 shares

    0.02% of the 13F portfolio, value $3,818,053.

    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 85,869 shares
    Change vs previous 13F -735 shares

    0.03% of the 13F portfolio, value $3,984,358.

    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 86,604 shares
    Change vs previous 13F +8,865 shares

    0.02% of the 13F portfolio, value $3,475,440.

    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 77,739 shares
    Change vs previous 13F +1,656 shares

    0.03% of the 13F portfolio, value $3,812,330.

    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 76,083 shares
    Change vs previous 13F +21,565 shares

    0.03% of the 13F portfolio, value $3,195,491.

    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 54,518 shares
    Change vs previous 13F +42,844 shares

    0.04% of the 13F portfolio, value $4,227,911.

    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 11,674 shares
    Change vs previous 13F +142 shares

    0.01% of the 13F portfolio, value $839,515.

    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 11,532 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $823,653.

    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).