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Disclosery

HB Wealth Management, LLC: FWONK position timeline

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

HB Wealth Management, LLC held 7,596 FWONK 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 7,596 shares
    Change vs previous 13F +403 shares

    <0.01% of the 13F portfolio, value $722,683.

    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 7,193 shares
    Change vs previous 13F -7,497 shares

    <0.01% of the 13F portfolio, value $611,549.

    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 14,690 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $1,447,112.

    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 14,679 shares
    Change vs previous 13F +8,257 shares

    0.01% of the 13F portfolio, value $1,533,222.

    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 6,422 shares
    Change vs previous 13F -6,476 shares

    0.01% of the 13F portfolio, value $671,099.

    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 12,898 shares
    Change vs previous 13F +3,995 shares

    0.01% of the 13F portfolio, value $1,160,949.

    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 8,903 shares
    Change vs previous 13F +90 shares

    0.01% of the 13F portfolio, value $824,956.

    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 8,813 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $682,391.

    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).