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Disclosery

HB Wealth Management, LLC: IRM position timeline

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

HB Wealth Management, LLC held 15,577 IRM 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 15,577 shares
    Change vs previous 13F +171 shares

    0.01% of the 13F portfolio, value $1,967,578.

    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 15,406 shares
    Change vs previous 13F +3,579 shares

    0.01% of the 13F portfolio, value $1,573,589.

    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 11,827 shares
    Change vs previous 13F -1,359 shares

    0.01% of the 13F portfolio, value $981,057.

    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 13,186 shares
    Change vs previous 13F +3,164 shares

    0.01% of the 13F portfolio, value $1,344,262.

    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 10,022 shares
    Change vs previous 13F +299 shares

    0.01% of the 13F portfolio, value $1,028,052.

    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 9,723 shares
    Change vs previous 13F +1,832 shares

    0.01% of the 13F portfolio, value $836,612.

    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 7,891 shares
    Change vs previous 13F -1,446 shares

    0.01% of the 13F portfolio, value $829,462.

    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 9,337 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,109,589.

    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).