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Disclosery

HB Wealth Management, LLC: HLN position timeline

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

HB Wealth Management, LLC held 133,227 HLN 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 133,227 shares
    Change vs previous 13F -5,045 shares

    0.01% of the 13F portfolio, value $1,243,008.

    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 138,272 shares
    Change vs previous 13F +4,691 shares

    0.01% of the 13F portfolio, value $1,384,103.

    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 133,581 shares
    Change vs previous 13F +5,857 shares

    0.01% of the 13F portfolio, value $1,350,504.

    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 127,724 shares
    Change vs previous 13F -7,072 shares

    0.01% of the 13F portfolio, value $1,145,684.

    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 134,796 shares
    Change vs previous 13F +43,202 shares

    0.01% of the 13F portfolio, value $1,397,835.

    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 91,594 shares
    Change vs previous 13F +27,192 shares

    0.01% of the 13F portfolio, value $942,502.

    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 64,402 shares
    Change vs previous 13F +13,743 shares

    0.01% of the 13F portfolio, value $614,395.

    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 50,659 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $535,972.

    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).