Skip to content
Disclosery

HB Wealth Management, LLC: HDB position timeline

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

HB Wealth Management, LLC held 18,512 HDB 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 18,512 shares
    Change vs previous 13F +5,635 shares

    <0.01% of the 13F portfolio, value $478,165.

    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 12,877 shares
    Change vs previous 13F -3,470 shares

    <0.01% of the 13F portfolio, value $320,380.

    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 16,347 shares
    Change vs previous 13F +2,083 shares

    <0.01% of the 13F portfolio, value $597,319.

    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 14,264 shares
    Change vs previous 13F +7,819 shares

    <0.01% of the 13F portfolio, value $487,258.

    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 6,445 shares
    Change vs previous 13F -1,235 shares

    <0.01% of the 13F portfolio, value $494,138.

    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 7,680 shares
    Change vs previous 13F +4,031 shares

    <0.01% of the 13F portfolio, value $510,259.

    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 3,649 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $233,025.

    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).