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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

  1. period ended2026-06-30
    13F 20,600 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,655 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,192 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,620 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,014 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,629 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,412 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,283 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).