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Disclosery

HB Wealth Management, LLC: G position timeline

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

HB Wealth Management, LLC held 8,799 G 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 8,799 shares
    Change vs previous 13F -5,504 shares

    <0.01% of the 13F portfolio, value $241,981.

    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 14,303 shares
    Change vs previous 13F +2,535 shares

    <0.01% of the 13F portfolio, value $532,787.

    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 11,768 shares
    Change vs previous 13F +1,997 shares

    <0.01% of the 13F portfolio, value $550,507.

    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 9,771 shares
    Change vs previous 13F +1,917 shares

    <0.01% of the 13F portfolio, value $409,307.

    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 7,854 shares
    Change vs previous 13F -2,384 shares

    <0.01% of the 13F portfolio, value $345,655.

    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 10,238 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $515,790.

    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 10,224 shares
    Change vs previous 13F +1,627 shares

    <0.01% of the 13F portfolio, value $439,121.

    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 8,597 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $337,088.

    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).