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Disclosery

HB Wealth Management, LLC: IJK position timeline

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

HB Wealth Management, LLC held 68,061 IJK 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 68,061 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $7,997,234.

    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 68,061 shares
    Change vs previous 13F +1,751 shares

    0.04% of the 13F portfolio, value $6,848,322.

    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 66,310 shares
    Change vs previous 13F -208 shares

    0.04% of the 13F portfolio, value $6,424,204.

    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 66,518 shares
    Change vs previous 13F +2,261 shares

    0.04% of the 13F portfolio, value $6,378,444.

    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 64,257 shares
    Change vs previous 13F -2,260 shares

    0.05% of the 13F portfolio, value $5,846,181.

    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 66,517 shares
    Change vs previous 13F +6,985 shares

    0.05% of the 13F portfolio, value $5,539,569.

    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 59,532 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $5,413,245.

    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 59,532 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,472,777.

    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).