Skip to content
Disclosery

HB Wealth Management, LLC: HDV position timeline

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

HB Wealth Management, LLC held 819,098 HDV 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 819,098 shares
    Change vs previous 13F +650,984 shares

    0.13% of the 13F portfolio, value $22,451,489.

    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 168,114 shares
    Change vs previous 13F +9,449 shares

    0.15% of the 13F portfolio, value $22,816,536.

    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 158,665 shares
    Change vs previous 13F -2,972 shares

    0.13% of the 13F portfolio, value $19,295,340.

    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 161,637 shares
    Change vs previous 13F +741 shares

    0.13% of the 13F portfolio, value $19,792,451.

    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 160,896 shares
    Change vs previous 13F +353 shares

    0.15% of the 13F portfolio, value $18,852,246.

    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 160,543 shares
    Change vs previous 13F +3,839 shares

    0.16% of the 13F portfolio, value $19,445,084.

    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 156,704 shares
    Change vs previous 13F +5,044 shares

    0.18% of the 13F portfolio, value $17,591,651.

    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).

  8. period ended2024-09-30
    13F 151,660 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $17,838,252.

    13F-HR 0001172661-24-004257 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).