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HB Wealth Management, LLC: FDX position timeline

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

HB Wealth Management, LLC held 28,892 FDX 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 28,892 shares
    Change vs previous 13F -3,070 shares

    0.05% of the 13F portfolio, value $9,047,184.

    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 31,962 shares
    Change vs previous 13F -376 shares

    0.07% of the 13F portfolio, value $11,384,554.

    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 32,338 shares
    Change vs previous 13F -948 shares

    0.06% of the 13F portfolio, value $9,341,206.

    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 33,286 shares
    Change vs previous 13F +2,463 shares

    0.05% of the 13F portfolio, value $7,849,362.

    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 30,823 shares
    Change vs previous 13F +1,547 shares

    0.06% of the 13F portfolio, value $7,006,534.

    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 29,276 shares
    Change vs previous 13F +3,007 shares

    0.06% of the 13F portfolio, value $7,137,121.

    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 26,269 shares
    Change vs previous 13F +494 shares

    0.08% of the 13F portfolio, value $7,390,321.

    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 25,775 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,054,186.

    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).