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Disclosery

HB Wealth Management, LLC: IWO position timeline

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

HB Wealth Management, LLC held 18,497 IWO 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 18,497 shares
    Change vs previous 13F -4,359 shares

    0.04% of the 13F portfolio, value $7,287,411.

    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 22,856 shares
    Change vs previous 13F -111 shares

    0.05% of the 13F portfolio, value $7,172,509.

    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 22,967 shares
    Change vs previous 13F +1,230 shares

    0.05% of the 13F portfolio, value $7,418,640.

    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 21,737 shares
    Change vs previous 13F +212 shares

    0.05% of the 13F portfolio, value $6,956,917.

    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 21,525 shares
    Change vs previous 13F +833 shares

    0.05% of the 13F portfolio, value $6,153,336.

    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 20,692 shares
    Change vs previous 13F -2,278 shares

    0.04% of the 13F portfolio, value $5,287,482.

    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 22,970 shares
    Change vs previous 13F +2,514 shares

    0.07% of the 13F portfolio, value $6,611,396.

    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 20,456 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,809,565.

    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).