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Disclosery

HB Wealth Management, LLC: ICE position timeline

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

HB Wealth Management, LLC held 79,203 ICE 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 79,203 shares
    Change vs previous 13F -1,216 shares

    0.05% of the 13F portfolio, value $9,750,710.

    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 80,419 shares
    Change vs previous 13F -2,000 shares

    0.08% of the 13F portfolio, value $12,648,329.

    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 82,419 shares
    Change vs previous 13F -2,727 shares

    0.09% of the 13F portfolio, value $13,348,690.

    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 85,146 shares
    Change vs previous 13F +25,783 shares

    0.1% of the 13F portfolio, value $14,345,508.

    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 59,363 shares
    Change vs previous 13F -23,141 shares

    0.09% of the 13F portfolio, value $10,891,440.

    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 82,504 shares
    Change vs previous 13F +8,201 shares

    0.12% of the 13F portfolio, value $14,231,959.

    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 74,303 shares
    Change vs previous 13F +1,067 shares

    0.11% of the 13F portfolio, value $11,072,724.

    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 73,236 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,764,702.

    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).