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Disclosery

HB Wealth Management, LLC: IGM position timeline

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

HB Wealth Management, LLC held 105,421 IGM 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 105,421 shares
    Change vs previous 13F -10,508 shares

    0.1% of the 13F portfolio, value $17,244,870.

    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 115,929 shares
    Change vs previous 13F -29,683 shares

    0.09% of the 13F portfolio, value $13,738,834.

    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 145,612 shares
    Change vs previous 13F +358 shares

    0.12% of the 13F portfolio, value $18,807,331.

    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 145,254 shares
    Change vs previous 13F +10,379 shares

    0.12% of the 13F portfolio, value $18,294,803.

    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 134,875 shares
    Change vs previous 13F -9,146 shares

    0.12% of the 13F portfolio, value $15,151,969.

    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 144,021 shares
    Change vs previous 13F +10,401 shares

    0.11% of the 13F portfolio, value $13,058,427.

    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 133,620 shares
    Change vs previous 13F +3,505 shares

    0.14% of the 13F portfolio, value $13,641,358.

    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 130,115 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $12,483,239.

    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).