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Disclosery

HB Wealth Management, LLC: HEI-A position timeline

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

HB Wealth Management, LLC held 26,257 HEI-A 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 26,257 shares
    Change vs previous 13F -1,215 shares

    0.04% of the 13F portfolio, value $6,772,101.

    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 27,472 shares
    Change vs previous 13F -1,757 shares

    0.04% of the 13F portfolio, value $5,799,065.

    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 29,229 shares
    Change vs previous 13F +38 shares

    0.05% of the 13F portfolio, value $7,378,276.

    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 29,191 shares
    Change vs previous 13F +17 shares

    0.05% of the 13F portfolio, value $7,417,141.

    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 29,174 shares
    Change vs previous 13F +2,900 shares

    0.06% of the 13F portfolio, value $7,548,773.

    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 26,274 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,543,026.

    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).