Skip to content
Disclosery

HB Wealth Management, LLC: IWB position timeline

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

HB Wealth Management, LLC held 43,288 IWB 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 43,288 shares
    Change vs previous 13F +1,059 shares

    0.1% of the 13F portfolio, value $17,726,612.

    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 42,229 shares
    Change vs previous 13F +1,137 shares

    0.1% of the 13F portfolio, value $15,057,358.

    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 41,092 shares
    Change vs previous 13F -150 shares

    0.1% of the 13F portfolio, value $15,345,590.

    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 41,242 shares
    Change vs previous 13F +1,518 shares

    0.1% of the 13F portfolio, value $15,073,153.

    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 39,724 shares
    Change vs previous 13F -1,495 shares

    0.11% of the 13F portfolio, value $13,489,159.

    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 41,219 shares
    Change vs previous 13F +14,748 shares

    0.11% of the 13F portfolio, value $12,643,760.

    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 26,471 shares
    Change vs previous 13F -218 shares

    0.09% of the 13F portfolio, value $8,528,091.

    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 26,689 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,390,766.

    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).