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
- period ended2026-06-3013F 96,865 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 60,015 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 69,188 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 86,635 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 86,224 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 67,268 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 37,972 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 178,232 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).