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Disclosery

HB Wealth Management, LLC: IJJ position timeline

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

HB Wealth Management, LLC held 29,358 IJJ 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 29,358 shares
    Change vs previous 13F -322 shares

    0.02% of the 13F portfolio, value $4,337,057.

    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 29,680 shares
    Change vs previous 13F +876 shares

    0.03% of the 13F portfolio, value $3,932,661.

    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 28,804 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $3,790,368.

    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 28,802 shares
    Change vs previous 13F -55 shares

    0.03% of the 13F portfolio, value $3,736,249.

    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 28,857 shares
    Change vs previous 13F +7,382 shares

    0.03% of the 13F portfolio, value $3,566,150.

    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 21,475 shares
    Change vs previous 13F +149 shares

    0.02% of the 13F portfolio, value $2,571,282.

    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 21,326 shares
    Change vs previous 13F +1,361 shares

    0.03% of the 13F portfolio, value $2,664,958.

    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 19,965 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,468,178.

    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).