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Disclosery

HB Wealth Management, LLC: IEFA position timeline

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

HB Wealth Management, LLC held 221,946 IEFA 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 221,946 shares
    Change vs previous 13F +5,229 shares

    0.12% of the 13F portfolio, value $21,435,620.

    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 216,717 shares
    Change vs previous 13F +5,283 shares

    0.13% of the 13F portfolio, value $19,619,390.

    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 211,434 shares
    Change vs previous 13F +29,455 shares

    0.12% of the 13F portfolio, value $18,914,886.

    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 181,979 shares
    Change vs previous 13F +32,845 shares

    0.11% of the 13F portfolio, value $15,888,665.

    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 149,134 shares
    Change vs previous 13F +15,123 shares

    0.1% of the 13F portfolio, value $12,449,710.

    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 134,011 shares
    Change vs previous 13F +8,328 shares

    0.09% of the 13F portfolio, value $10,137,973.

    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 125,683 shares
    Change vs previous 13F +26,930 shares

    0.09% of the 13F portfolio, value $8,833,640.

    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 98,753 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,707,681.

    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).