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HB Wealth Management, LLC: GSBD position timeline

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

HB Wealth Management, LLC held 96,865 GSBD 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 96,865 shares
    Change vs previous 13F +36,850 shares

    0.01% of the 13F portfolio, value $918,286.

    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 60,015 shares
    Change vs previous 13F -9,173 shares

    <0.01% of the 13F portfolio, value $532,939.

    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 69,188 shares
    Change vs previous 13F -17,447 shares

    <0.01% of the 13F portfolio, value $642,070.

    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 86,635 shares
    Change vs previous 13F +411 shares

    0.01% of the 13F portfolio, value $881,087.

    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 86,224 shares
    Change vs previous 13F +18,956 shares

    0.01% of the 13F portfolio, value $970,028.

    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 67,268 shares
    Change vs previous 13F +29,296 shares

    0.01% of the 13F portfolio, value $782,338.

    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 37,972 shares
    Change vs previous 13F -140,260 shares

    <0.01% of the 13F portfolio, value $459,469.

    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 178,232 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,452,478.

    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).