HB Wealth Management, LLC: IDXX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on IDXX, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 4,167 IDXX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 4,167 sharesChange vs previous 13F -110 shares
0.01% of the 13F portfolio, value $2,193,859.
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 4,277 sharesChange vs previous 13F +138 shares
0.02% of the 13F portfolio, value $2,403,676.
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 4,139 sharesChange vs previous 13F +189 shares
0.02% of the 13F portfolio, value $2,800,208.
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 3,950 sharesChange vs previous 13F +328 shares
0.02% of the 13F portfolio, value $2,524,245.
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 3,622 sharesChange vs previous 13F -202 shares
0.02% of the 13F portfolio, value $1,943,045.
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 3,824 sharesChange vs previous 13F +1,585 shares
0.01% of the 13F portfolio, value $1,605,922.
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 2,239 sharesChange vs previous 13F +11 shares
0.01% of the 13F portfolio, value $925,691.
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 2,228 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,125,630.
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).