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HB Wealth Management, LLC: HLT position timeline

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

HB Wealth Management, LLC held 11,330 HLT 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 11,330 shares
    Change vs previous 13F -707 shares

    0.02% of the 13F portfolio, value $3,744,424.

    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 12,037 shares
    Change vs previous 13F +784 shares

    0.02% of the 13F portfolio, value $3,660,362.

    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 11,253 shares
    Change vs previous 13F +593 shares

    0.02% of the 13F portfolio, value $3,232,426.

    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 10,660 shares
    Change vs previous 13F +628 shares

    0.02% of the 13F portfolio, value $2,765,887.

    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 10,032 shares
    Change vs previous 13F +1,499 shares

    0.02% of the 13F portfolio, value $2,672,055.

    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 8,533 shares
    Change vs previous 13F +1,440 shares

    0.02% of the 13F portfolio, value $1,941,684.

    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 7,093 shares
    Change vs previous 13F +1,185 shares

    0.02% of the 13F portfolio, value $1,753,197.

    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 5,908 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,361,802.

    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).