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
- period ended2026-06-3013F 6,672 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,009 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,409 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,177 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,065 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,834 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,696 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,380 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).