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HB Wealth Management, LLC: FLO position timeline

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

HB Wealth Management, LLC held 19,951 FLO 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 19,951 shares
    Change vs previous 13F +3,695 shares

    <0.01% of the 13F portfolio, value $157,613.

    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 16,256 shares
    Change vs previous 13F +1,155 shares

    <0.01% of the 13F portfolio, value $132,486.

    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 15,101 shares
    Change vs previous 13F -23,623 shares

    <0.01% of the 13F portfolio, value $164,305.

    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 38,724 shares
    Change vs previous 13F -6,259 shares

    <0.01% of the 13F portfolio, value $505,355.

    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 44,983 shares
    Change vs previous 13F +31,270 shares

    0.01% of the 13F portfolio, value $718,840.

    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 13,713 shares
    Change vs previous 13F +1,853 shares

    <0.01% of the 13F portfolio, value $260,700.

    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 11,860 shares
    Change vs previous 13F -1,158 shares

    <0.01% of the 13F portfolio, value $245,047.

    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 13,018 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $300,336.

    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).