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Disclosery

HB Wealth Management, LLC: GEM position timeline

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

HB Wealth Management, LLC held 910,914 GEM 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 910,914 shares
    Change vs previous 13F -29,100 shares

    0.27% of the 13F portfolio, value $47,367,543.

    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 940,014 shares
    Change vs previous 13F -58,583 shares

    0.26% of the 13F portfolio, value $40,608,617.

    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 998,597 shares
    Change vs previous 13F -57,648 shares

    0.27% of the 13F portfolio, value $41,561,624.

    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 1,056,245 shares
    Change vs previous 13F -68,704 shares

    0.29% of the 13F portfolio, value $43,020,884.

    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 1,124,949 shares
    Change vs previous 13F -655,265 shares

    0.33% of the 13F portfolio, value $41,859,387.

    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 1,780,214 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $59,067,530.

    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).