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Disclosery

HB Wealth Management, LLC: ITA position timeline

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

HB Wealth Management, LLC held 2,573 ITA 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 2,573 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $623,924.

    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 2,537 shares
    Change vs previous 13F +754 shares

    <0.01% of the 13F portfolio, value $554,989.

    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 1,783 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $382,811.

    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 1,783 shares
    Change vs previous 13F +712 shares

    <0.01% of the 13F portfolio, value $373,129.

    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 1,071 shares
    Change vs previous 13F -781 shares

    <0.01% of the 13F portfolio, value $202,033.

    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 1,852 shares
    Change vs previous 13F -14,558 shares

    <0.01% of the 13F portfolio, value $283,551.

    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 16,410 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,385,202.

    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).