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Disclosery

HB Wealth Management, LLC: LADR position timeline

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

HB Wealth Management, LLC held 20,235 LADR 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 20,235 shares
    Change vs previous 13F +2,239 shares

    <0.01% of the 13F portfolio, value $201,338.

    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 17,996 shares
    Change vs previous 13F +599 shares

    <0.01% of the 13F portfolio, value $175,821.

    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 17,397 shares
    Change vs previous 13F -226 shares

    <0.01% of the 13F portfolio, value $191,193.

    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 17,623 shares
    Change vs previous 13F +1,082 shares

    <0.01% of the 13F portfolio, value $192,267.

    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 16,541 shares
    Change vs previous 13F -1,163 shares

    <0.01% of the 13F portfolio, value $177,816.

    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 17,704 shares
    Change vs previous 13F +693 shares

    <0.01% of the 13F portfolio, value $202,003.

    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 17,011 shares
    Change vs previous 13F +2,011 shares

    <0.01% of the 13F portfolio, value $191,403.

    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 15,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $174,000.

    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).