HB Wealth Management, LLC: KEYS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on KEYS, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 20,600 KEYS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 20,600 sharesChange vs previous 13F +3,945 shares
0.04% of the 13F portfolio, value $7,211,554.
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 16,655 sharesChange vs previous 13F +463 shares
0.03% of the 13F portfolio, value $4,702,872.
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 16,192 sharesChange vs previous 13F +572 shares
0.02% of the 13F portfolio, value $3,290,052.
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 15,620 sharesChange vs previous 13F +606 shares
0.02% of the 13F portfolio, value $2,732,250.
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 15,014 sharesChange vs previous 13F -1,615 shares
0.02% of the 13F portfolio, value $2,460,194.
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 16,629 sharesChange vs previous 13F +13,217 shares
0.02% of the 13F portfolio, value $2,490,525.
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 3,412 sharesChange vs previous 13F +129 shares
0.01% of the 13F portfolio, value $548,070.
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 3,283 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $521,767.
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).