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HB Wealth Management, LLC: LIN position timeline

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

HB Wealth Management, LLC held 24,202 LIN 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 24,202 shares
    Change vs previous 13F +3,938 shares

    0.07% of the 13F portfolio, value $12,559,779.

    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 20,264 shares
    Change vs previous 13F +2,703 shares

    0.07% of the 13F portfolio, value $10,046,319.

    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 17,561 shares
    Change vs previous 13F -1,714 shares

    0.05% of the 13F portfolio, value $7,488,207.

    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 19,275 shares
    Change vs previous 13F +1,267 shares

    0.06% of the 13F portfolio, value $9,155,626.

    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 18,008 shares
    Change vs previous 13F -504 shares

    0.07% of the 13F portfolio, value $8,449,331.

    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 18,512 shares
    Change vs previous 13F +5,950 shares

    0.07% of the 13F portfolio, value $8,620,376.

    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 12,562 shares
    Change vs previous 13F +2,755 shares

    0.05% of the 13F portfolio, value $5,259,619.

    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 9,807 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,676,635.

    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).