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Disclosery

HB Wealth Management, LLC: HOOD position timeline

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

HB Wealth Management, LLC held 25,840 HOOD 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 25,840 shares
    Change vs previous 13F +2,759 shares

    0.01% of the 13F portfolio, value $2,591,235.

    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 23,081 shares
    Change vs previous 13F -7,235 shares

    0.01% of the 13F portfolio, value $1,599,513.

    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 30,316 shares
    Change vs previous 13F +3,647 shares

    0.02% of the 13F portfolio, value $3,428,740.

    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 26,669 shares
    Change vs previous 13F +3,763 shares

    0.03% of the 13F portfolio, value $3,818,467.

    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 22,906 shares
    Change vs previous 13F +635 shares

    0.02% of the 13F portfolio, value $2,144,689.

    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 22,271 shares
    Change vs previous 13F +2,858 shares

    0.01% of the 13F portfolio, value $926,919.

    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 19,413 shares
    Change vs previous 13F +5,722 shares

    0.01% of the 13F portfolio, value $723,335.

    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 13,691 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $320,643.

    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).