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Disclosery

HB Wealth Management, LLC: LRGF position timeline

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

HB Wealth Management, LLC held 135,999 LRGF 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 135,999 shares
    Change vs previous 13F -3,398 shares

    0.06% of the 13F portfolio, value $10,285,664.

    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 139,397 shares
    Change vs previous 13F -942 shares

    0.06% of the 13F portfolio, value $9,200,208.

    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 140,339 shares
    Change vs previous 13F -712 shares

    0.06% of the 13F portfolio, value $9,743,758.

    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 141,051 shares
    Change vs previous 13F +18,282 shares

    0.07% of the 13F portfolio, value $9,743,811.

    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 122,769 shares
    Change vs previous 13F -25,249 shares

    0.06% of the 13F portfolio, value $7,873,180.

    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 148,018 shares
    Change vs previous 13F -4,000 shares

    0.07% of the 13F portfolio, value $8,567,328.

    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 152,018 shares
    Change vs previous 13F -1,445 shares

    0.09% of the 13F portfolio, value $9,174,334.

    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 153,463 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,019,073.

    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).