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Disclosery

HB Wealth Management, LLC: FIS position timeline

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

HB Wealth Management, LLC held 27,901 FIS 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 27,901 shares
    Change vs previous 13F -10,206 shares

    0.01% of the 13F portfolio, value $1,084,822.

    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 38,107 shares
    Change vs previous 13F +1,922 shares

    0.01% of the 13F portfolio, value $1,787,627.

    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 36,185 shares
    Change vs previous 13F -27,298 shares

    0.02% of the 13F portfolio, value $2,404,913.

    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 63,483 shares
    Change vs previous 13F +8,250 shares

    0.03% of the 13F portfolio, value $4,186,105.

    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 55,233 shares
    Change vs previous 13F -18,158 shares

    0.04% of the 13F portfolio, value $4,496,578.

    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 73,391 shares
    Change vs previous 13F +11,699 shares

    0.05% of the 13F portfolio, value $5,480,857.

    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 61,692 shares
    Change vs previous 13F +4,246 shares

    0.05% of the 13F portfolio, value $4,982,462.

    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 57,446 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,811,163.

    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).