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
- period ended2026-06-3013F 11,330 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,037 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,253 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,660 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,032 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,533 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,093 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,908 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).