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Disclosery

HB Wealth Management, LLC: GSIE position timeline

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

HB Wealth Management, LLC held 2,594,781 GSIE 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 2,594,781 shares
    Change vs previous 13F +40,245 shares

    0.67% of the 13F portfolio, value $118,581,497.

    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 2,554,536 shares
    Change vs previous 13F -36,255 shares

    0.71% of the 13F portfolio, value $110,177,145.

    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 2,590,791 shares
    Change vs previous 13F -90,551 shares

    0.72% of the 13F portfolio, value $111,248,574.

    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 2,681,342 shares
    Change vs previous 13F -93,549 shares

    0.75% of the 13F portfolio, value $110,229,978.

    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 2,774,891 shares
    Change vs previous 13F -348,852 shares

    0.88% of the 13F portfolio, value $110,052,203.

    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 3,123,743 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $111,361,450.

    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).