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Disclosery

HB Wealth Management, LLC: IWF position timeline

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

HB Wealth Management, LLC held 433,358 IWF 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 433,358 shares
    Change vs previous 13F +327,302 shares

    0.3% of the 13F portfolio, value $53,810,171.

    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 106,056 shares
    Change vs previous 13F +5,195 shares

    0.29% of the 13F portfolio, value $45,222,319.

    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 100,861 shares
    Change vs previous 13F +10,750 shares

    0.31% of the 13F portfolio, value $47,737,740.

    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 90,111 shares
    Change vs previous 13F +14,974 shares

    0.29% of the 13F portfolio, value $42,209,195.

    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 75,137 shares
    Change vs previous 13F +1,318 shares

    0.26% of the 13F portfolio, value $31,901,801.

    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 73,819 shares
    Change vs previous 13F +9,633 shares

    0.22% of the 13F portfolio, value $26,655,604.

    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 64,186 shares
    Change vs previous 13F +1,524 shares

    0.26% of the 13F portfolio, value $25,775,957.

    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 62,662 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $23,522,346.

    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).