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Disclosery

HB Wealth Management, LLC: MA position timeline

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

HB Wealth Management, LLC held 53,388 MA 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 53,388 shares
    Change vs previous 13F +960 shares

    0.15% of the 13F portfolio, value $27,420,196.

    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 52,428 shares
    Change vs previous 13F +788 shares

    0.17% of the 13F portfolio, value $26,196,334.

    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 51,640 shares
    Change vs previous 13F +355 shares

    0.19% of the 13F portfolio, value $29,480,408.

    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 51,285 shares
    Change vs previous 13F +3,568 shares

    0.2% of the 13F portfolio, value $29,171,479.

    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 47,717 shares
    Change vs previous 13F -2,523 shares

    0.21% of the 13F portfolio, value $26,814,259.

    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 50,240 shares
    Change vs previous 13F +26,995 shares

    0.23% of the 13F portfolio, value $27,537,817.

    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 23,245 shares
    Change vs previous 13F +3,558 shares

    0.13% of the 13F portfolio, value $12,240,165.

    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 19,687 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,721,560.

    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).