Skip to content
Disclosery

HB Wealth Management, LLC: KVUE position timeline

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

HB Wealth Management, LLC held 62,277 KVUE 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 62,277 shares
    Change vs previous 13F -41 shares

    0.01% of the 13F portfolio, value $1,190,127.

    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 62,318 shares
    Change vs previous 13F +13,604 shares

    0.01% of the 13F portfolio, value $1,074,378.

    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 48,714 shares
    Change vs previous 13F -8,581 shares

    0.01% of the 13F portfolio, value $840,320.

    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 57,295 shares
    Change vs previous 13F +23,271 shares

    0.01% of the 13F portfolio, value $929,898.

    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 34,024 shares
    Change vs previous 13F +4,845 shares

    0.01% of the 13F portfolio, value $712,122.

    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 29,179 shares
    Change vs previous 13F +11,091 shares

    0.01% of the 13F portfolio, value $699,712.

    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 18,088 shares
    Change vs previous 13F +5,343 shares

    <0.01% of the 13F portfolio, value $386,177.

    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 12,745 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $294,792.

    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).