HB Wealth Management, LLC: IFF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on IFF, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 6,272 IFF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 6,272 sharesChange vs previous 13F +171 shares
<0.01% of the 13F portfolio, value $496,868.
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 6,101 sharesChange vs previous 13F +559 shares
<0.01% of the 13F portfolio, value $442,628.
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 5,542 sharesChange vs previous 13F -2,154 shares
<0.01% of the 13F portfolio, value $373,475.
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 7,696 sharesChange vs previous 13F +2,334 shares
<0.01% of the 13F portfolio, value $473,630.
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 5,362 sharesChange vs previous 13F -2,579 shares
<0.01% of the 13F portfolio, value $394,387.
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 7,941 sharesChange vs previous 13F +1,711 shares
0.01% of the 13F portfolio, value $616,303.
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 6,230 sharesChange vs previous 13F -136 shares
0.01% of the 13F portfolio, value $526,821.
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 6,366 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $668,068.
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).