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Disclosery

HB Wealth Management, LLC: FXU position timeline

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

HB Wealth Management, LLC held 9,357 FXU 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 9,357 shares
    Change vs previous 13F -16,244 shares

    <0.01% of the 13F portfolio, value $461,674.

    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 25,601 shares
    Change vs previous 13F +11,954 shares

    0.01% of the 13F portfolio, value $1,269,554.

    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 13,647 shares
    Change vs previous 13F +3,073 shares

    <0.01% of the 13F portfolio, value $614,251.

    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 10,574 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $480,588.

    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 10,574 shares
    Change vs previous 13F +1,324 shares

    <0.01% of the 13F portfolio, value $448,126.

    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 9,250 shares
    Change vs previous 13F +3,750 shares

    <0.01% of the 13F portfolio, value $379,343.

    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 5,500 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $208,047.

    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 5,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $211,640.

    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).