HB Wealth Management, LLC: FHN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on FHN, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 54,413 FHN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 54,413 sharesChange vs previous 13F +5,180 shares
0.01% of the 13F portfolio, value $1,395,168.
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 49,233 sharesChange vs previous 13F +9,346 shares
0.01% of the 13F portfolio, value $1,120,559.
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).
- period ended2025-12-3113F 39,887 sharesChange vs previous 13F +1,154 shares
0.01% of the 13F portfolio, value $953,304.
13F-HR 0001172661-26-000353 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 ended2025-09-3013F 38,733 sharesChange vs previous 13F -558 shares
0.01% of the 13F portfolio, value $875,767.
13F-HR 0001172661-25-004398 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 ended2025-06-3013F 39,291 sharesChange vs previous 13F -1,008 shares
0.01% of the 13F portfolio, value $832,970.
13F-HR 0001172661-25-002644 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 ended2025-03-3113F 40,299 sharesChange vs previous 13F +5,118 shares
0.01% of the 13F portfolio, value $782,614.
13F-HR 0001172661-25-001594 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 ended2024-12-3113F 35,181 sharesChange vs previous 13F -1,354 shares
0.01% of the 13F portfolio, value $708,564.
13F-HR 0001172661-25-000193 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 ended2024-09-3013F 36,535 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $567,394.
13F-HR 0001172661-24-004257 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).