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Disclosery

HB Wealth Management, LLC: IWN position timeline

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

HB Wealth Management, LLC held 48,958 IWN 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 48,958 shares
    Change vs previous 13F +1,792 shares

    0.06% of the 13F portfolio, value $10,829,673.

    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 47,166 shares
    Change vs previous 13F +126 shares

    0.06% of the 13F portfolio, value $8,942,204.

    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 47,040 shares
    Change vs previous 13F +953 shares

    0.06% of the 13F portfolio, value $8,524,200.

    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 46,087 shares
    Change vs previous 13F +3,678 shares

    0.06% of the 13F portfolio, value $8,148,742.

    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 42,409 shares
    Change vs previous 13F +381 shares

    0.05% of the 13F portfolio, value $6,690,459.

    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 42,028 shares
    Change vs previous 13F +348 shares

    0.05% of the 13F portfolio, value $6,345,488.

    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 41,680 shares
    Change vs previous 13F -338 shares

    0.07% of the 13F portfolio, value $6,842,592.

    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 42,018 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,009,532.

    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).