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Disclosery

HB Wealth Management, LLC: M position timeline

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

HB Wealth Management, LLC held 106,499 M 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 106,499 shares
    Change vs previous 13F +756 shares

    0.01% of the 13F portfolio, value $2,508,052.

    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 105,743 shares
    Change vs previous 13F -665 shares

    0.01% of the 13F portfolio, value $1,912,894.

    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 106,408 shares
    Change vs previous 13F +1,990 shares

    0.02% of the 13F portfolio, value $2,346,299.

    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 104,418 shares
    Change vs previous 13F +1,379 shares

    0.01% of the 13F portfolio, value $1,872,215.

    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 103,039 shares
    Change vs previous 13F -600 shares

    0.01% of the 13F portfolio, value $1,201,435.

    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 103,639 shares
    Change vs previous 13F +55 shares

    0.01% of the 13F portfolio, value $1,301,706.

    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 103,584 shares
    Change vs previous 13F +91,015 shares

    0.02% of the 13F portfolio, value $1,753,677.

    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 12,569 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $197,208.

    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).