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Disclosery

HB Wealth Management, LLC: KBDC position timeline

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

HB Wealth Management, LLC held 280,189 KBDC 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 280,189 shares
    Change vs previous 13F +44,848 shares

    0.02% of the 13F portfolio, value $3,790,966.

    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 235,341 shares
    Change vs previous 13F +17,469 shares

    0.02% of the 13F portfolio, value $3,228,880.

    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 217,872 shares
    Change vs previous 13F -2,418 shares

    0.02% of the 13F portfolio, value $3,119,939.

    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 220,290 shares
    Change vs previous 13F +23,619 shares

    0.02% of the 13F portfolio, value $2,934,276.

    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 196,671 shares
    Change vs previous 13F +24,226 shares

    0.02% of the 13F portfolio, value $3,001,199.

    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 172,445 shares
    Change vs previous 13F +76,250 shares

    0.02% of the 13F portfolio, value $2,797,070.

    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 96,195 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,591,065.

    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).