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Disclosery

HB Wealth Management, LLC: IBKR position timeline

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

HB Wealth Management, LLC held 13,075 IBKR 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 13,075 shares
    Change vs previous 13F +702 shares

    0.01% of the 13F portfolio, value $1,138,097.

    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 12,373 shares
    Change vs previous 13F +2,597 shares

    0.01% of the 13F portfolio, value $829,887.

    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 9,776 shares
    Change vs previous 13F +723 shares

    <0.01% of the 13F portfolio, value $628,715.

    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 9,053 shares
    Change vs previous 13F -951 shares

    <0.01% of the 13F portfolio, value $622,949.

    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 10,004 shares
    Change vs previous 13F +7,784 shares

    <0.01% of the 13F portfolio, value $554,323.

    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 2,220 shares
    Change vs previous 13F +339 shares

    <0.01% of the 13F portfolio, value $367,610.

    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 1,881 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $332,316.

    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).