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Disclosery

HB Wealth Management, LLC: FLEX position timeline

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

HB Wealth Management, LLC held 9,502 FLEX 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 9,502 shares
    Change vs previous 13F -60 shares

    0.01% of the 13F portfolio, value $1,539,989.

    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 9,562 shares
    Change vs previous 13F +1,840 shares

    <0.01% of the 13F portfolio, value $625,929.

    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 7,722 shares
    Change vs previous 13F +578 shares

    <0.01% of the 13F portfolio, value $466,563.

    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 7,144 shares
    Change vs previous 13F +339 shares

    <0.01% of the 13F portfolio, value $414,138.

    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 6,805 shares
    Change vs previous 13F -260 shares

    <0.01% of the 13F portfolio, value $339,706.

    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 7,065 shares
    Change vs previous 13F +1,343 shares

    <0.01% of the 13F portfolio, value $233,710.

    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 5,722 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $219,668.

    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).