HB Wealth Management, LLC: IXN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on IXN, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 6,480 IXN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 6,480 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $936,230.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,480 sharesChange vs previous 13F +1,118 shares
<0.01% of the 13F portfolio, value $647,806.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,362 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $563,010.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,362 sharesChange vs previous 13F +1,314 shares
<0.01% of the 13F portfolio, value $553,412.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,048 sharesChange vs previous 13F -1,814 shares
<0.01% of the 13F portfolio, value $373,792.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,862 sharesChange vs previous 13F +1,338 shares
<0.01% of the 13F portfolio, value $443,988.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,524 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $383,409.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,524 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $373,366.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).