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Disclosery

HB Wealth Management, LLC: FIX position timeline

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

HB Wealth Management, LLC held 3,379 FIX 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 3,379 shares
    Change vs previous 13F +206 shares

    0.04% of the 13F portfolio, value $6,697,011.

    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 3,173 shares
    Change vs previous 13F +623 shares

    0.03% of the 13F portfolio, value $4,375,538.

    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 2,550 shares
    Change vs previous 13F +290 shares

    0.02% of the 13F portfolio, value $2,379,891.

    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 2,260 shares
    Change vs previous 13F +1,374 shares

    0.01% of the 13F portfolio, value $1,864,907.

    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 886 shares
    Change vs previous 13F -603 shares

    <0.01% of the 13F portfolio, value $475,082.

    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 1,489 shares
    Change vs previous 13F +801 shares

    <0.01% of the 13F portfolio, value $479,949.

    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 688 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $291,753.

    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).