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HB Wealth Management, LLC: HTRB position timeline

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

HB Wealth Management, LLC held 1,077,974 HTRB 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 1,077,974 shares
    Change vs previous 13F -132,197 shares

    0.2% of the 13F portfolio, value $36,365,456.

    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 1,210,171 shares
    Change vs previous 13F -183,322 shares

    0.26% of the 13F portfolio, value $40,831,186.

    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 1,393,493 shares
    Change vs previous 13F -154,469 shares

    0.31% of the 13F portfolio, value $47,587,804.

    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 1,547,962 shares
    Change vs previous 13F -238,453 shares

    0.36% of the 13F portfolio, value $53,079,617.

    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 1,786,415 shares
    Change vs previous 13F -165,541 shares

    0.48% of the 13F portfolio, value $60,505,895.

    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 1,951,956 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $66,093,232.

    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).