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HB Wealth Management, LLC: FSK position timeline

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

HB Wealth Management, LLC held 13,017 FSK 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 13,017 shares
    Change vs previous 13F +443 shares

    <0.01% of the 13F portfolio, value $136,687.

    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 12,574 shares
    Change vs previous 13F -4,171 shares

    <0.01% of the 13F portfolio, value $128,012.

    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 16,745 shares
    Change vs previous 13F +3,047 shares

    <0.01% of the 13F portfolio, value $247,997.

    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 13,698 shares
    Change vs previous 13F +622 shares

    <0.01% of the 13F portfolio, value $204,521.

    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 13,076 shares
    Change vs previous 13F -1,673 shares

    <0.01% of the 13F portfolio, value $271,337.

    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 14,749 shares
    Change vs previous 13F -4,479 shares

    <0.01% of the 13F portfolio, value $309,008.

    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 19,228 shares
    Change vs previous 13F +1,943 shares

    <0.01% of the 13F portfolio, value $417,649.

    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 17,285 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $341,034.

    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).