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Disclosery

HB Wealth Management, LLC: GOVT position timeline

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

HB Wealth Management, LLC held 31,097 GOVT 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 31,097 shares
    Change vs previous 13F +851 shares

    <0.01% of the 13F portfolio, value $708,407.

    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 30,246 shares
    Change vs previous 13F -12,478 shares

    <0.01% of the 13F portfolio, value $692,936.

    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 42,724 shares
    Change vs previous 13F +14,782 shares

    0.01% of the 13F portfolio, value $983,733.

    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 27,942 shares
    Change vs previous 13F -2,116 shares

    <0.01% of the 13F portfolio, value $646,032.

    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 30,058 shares
    Change vs previous 13F -80,046 shares

    0.01% of the 13F portfolio, value $690,749.

    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 110,104 shares
    Change vs previous 13F +59,347 shares

    0.02% of the 13F portfolio, value $2,530,747.

    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 50,757 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,166,396.

    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).