HB Wealth Management, LLC: HAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on HAL, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 50,018 HAL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 50,018 sharesChange vs previous 13F +3,167 shares
0.01% of the 13F portfolio, value $1,698,116.
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 46,851 sharesChange vs previous 13F +3,978 shares
0.01% of the 13F portfolio, value $1,826,759.
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 42,873 sharesChange vs previous 13F +13,277 shares
0.01% of the 13F portfolio, value $1,211,615.
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 29,596 sharesChange vs previous 13F +9,909 shares
<0.01% of the 13F portfolio, value $728,065.
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 19,687 sharesChange vs previous 13F +4,476 shares
<0.01% of the 13F portfolio, value $401,228.
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 15,211 sharesChange vs previous 13F +1,866 shares
<0.01% of the 13F portfolio, value $385,912.
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 13,345 sharesChange vs previous 13F +2,030 shares
<0.01% of the 13F portfolio, value $362,867.
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 11,315 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $328,720.
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).