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Disclosery

HB Wealth Management, LLC: IWD position timeline

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

HB Wealth Management, LLC held 244,415 IWD 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 244,415 shares
    Change vs previous 13F +8,104 shares

    0.33% of the 13F portfolio, value $59,253,537.

    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 236,311 shares
    Change vs previous 13F +1,595 shares

    0.33% of the 13F portfolio, value $50,492,692.

    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 234,716 shares
    Change vs previous 13F +28,062 shares

    0.32% of the 13F portfolio, value $49,370,173.

    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 206,654 shares
    Change vs previous 13F +25,070 shares

    0.29% of the 13F portfolio, value $42,072,839.

    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 181,584 shares
    Change vs previous 13F +6,145 shares

    0.28% of the 13F portfolio, value $35,269,244.

    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 175,439 shares
    Change vs previous 13F +10,159 shares

    0.28% of the 13F portfolio, value $33,010,721.

    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 165,280 shares
    Change vs previous 13F +1,360 shares

    0.31% of the 13F portfolio, value $30,598,325.

    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 163,920 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $31,112,048.

    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).