Skip to content
Disclosery

HB Wealth Management, LLC: IRT position timeline

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

HB Wealth Management, LLC held 15,761 IRT 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 15,761 shares
    Change vs previous 13F +4,229 shares

    <0.01% of the 13F portfolio, value $263,051.

    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 11,532 shares
    Change vs previous 13F -1,702 shares

    <0.01% of the 13F portfolio, value $171,711.

    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 13,234 shares
    Change vs previous 13F +2,343 shares

    <0.01% of the 13F portfolio, value $231,330.

    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 10,891 shares
    Change vs previous 13F -1,072 shares

    <0.01% of the 13F portfolio, value $178,503.

    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 11,963 shares
    Change vs previous 13F -445 shares

    <0.01% of the 13F portfolio, value $211,625.

    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 12,408 shares
    Change vs previous 13F +188 shares

    <0.01% of the 13F portfolio, value $263,422.

    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 12,220 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,445.

    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).