Skip to content
Disclosery

HB Wealth Management, LLC: IWM position timeline

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

HB Wealth Management, LLC held 54,929 IWM 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 54,929 shares
    Change vs previous 13F +6,664 shares

    0.09% of the 13F portfolio, value $16,503,701.

    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 48,265 shares
    Change vs previous 13F +4,735 shares

    0.08% of the 13F portfolio, value $11,969,933.

    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 43,530 shares
    Change vs previous 13F -662 shares

    0.07% of the 13F portfolio, value $10,715,430.

    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 44,192 shares
    Change vs previous 13F +1,122 shares

    0.07% of the 13F portfolio, value $10,692,815.

    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 43,070 shares
    Change vs previous 13F -230 shares

    0.07% of the 13F portfolio, value $9,294,083.

    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 43,300 shares
    Change vs previous 13F +2,889 shares

    0.07% of the 13F portfolio, value $8,638,113.

    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 40,411 shares
    Change vs previous 13F +1,127 shares

    0.09% of the 13F portfolio, value $8,929,259.

    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 39,284 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,677,463.

    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).