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Disclosery

HB Wealth Management, LLC: IJT position timeline

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

HB Wealth Management, LLC held 30,438 IJT 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 30,438 shares
    Change vs previous 13F +184 shares

    0.03% of the 13F portfolio, value $5,436,258.

    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 30,254 shares
    Change vs previous 13F +6,815 shares

    0.03% of the 13F portfolio, value $4,378,188.

    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 23,439 shares
    Change vs previous 13F +5,885 shares

    0.02% of the 13F portfolio, value $3,308,649.

    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 17,554 shares
    Change vs previous 13F +632 shares

    0.02% of the 13F portfolio, value $2,483,891.

    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 16,922 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,251,303.

    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 16,922 shares
    Change vs previous 13F +299 shares

    0.02% of the 13F portfolio, value $2,106,789.

    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 16,623 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,250,256.

    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 16,623 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,318,742.

    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).