HB Wealth Management, LLC: HAS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on HAS, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 4,959 HAS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 4,959 sharesChange vs previous 13F -561 shares
<0.01% of the 13F portfolio, value $409,621.
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 5,520 sharesChange vs previous 13F +315 shares
<0.01% of the 13F portfolio, value $516,683.
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 5,205 sharesChange vs previous 13F +1,832 shares
<0.01% of the 13F portfolio, value $426,861.
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 3,373 sharesChange vs previous 13F +3,373 shares
<0.01% of the 13F portfolio, value $255,847.
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 0 sharesChange vs previous 13F -5,961 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 5,961 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $366,590.
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).