HB Wealth Management, LLC: LUV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on LUV, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 16,544 LUV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 16,544 sharesChange vs previous 13F +954 shares
<0.01% of the 13F portfolio, value $850,743.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,590 sharesChange vs previous 13F +926 shares
<0.01% of the 13F portfolio, value $585,722.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,664 sharesChange vs previous 13F +226 shares
<0.01% of the 13F portfolio, value $606,095.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,438 sharesChange vs previous 13F +2,218 shares
<0.01% of the 13F portfolio, value $460,736.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,220 sharesChange vs previous 13F -2,397 shares
<0.01% of the 13F portfolio, value $396,417.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,617 sharesChange vs previous 13F +1,448 shares
<0.01% of the 13F portfolio, value $490,839.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,169 sharesChange vs previous 13F +2,077 shares
<0.01% of the 13F portfolio, value $442,749.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,092 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $328,663.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).