HB Wealth Management, LLC: FCFS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on FCFS, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 1,208 FCFS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,208 sharesChange vs previous 13F +29 shares
<0.01% of the 13F portfolio, value $261,315.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,179 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $221,652.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).