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HB Wealth Management, LLC: JBL position timeline

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

HB Wealth Management, LLC held 6,672 JBL 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 6,672 shares
    Change vs previous 13F +663 shares

    0.01% of the 13F portfolio, value $2,572,030.

    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 6,009 shares
    Change vs previous 13F +600 shares

    0.01% of the 13F portfolio, value $1,596,330.

    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 5,409 shares
    Change vs previous 13F +232 shares

    0.01% of the 13F portfolio, value $1,233,458.

    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 5,177 shares
    Change vs previous 13F +112 shares

    0.01% of the 13F portfolio, value $1,124,359.

    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 5,065 shares
    Change vs previous 13F +231 shares

    0.01% of the 13F portfolio, value $1,104,677.

    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 4,834 shares
    Change vs previous 13F +1,138 shares

    0.01% of the 13F portfolio, value $657,762.

    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 3,696 shares
    Change vs previous 13F +316 shares

    0.01% of the 13F portfolio, value $531,854.

    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 3,380 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $405,025.

    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).