HB Wealth Management, LLC: MAIN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on MAIN, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 14,521 MAIN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 14,521 sharesChange vs previous 13F +1,113 shares
<0.01% of the 13F portfolio, value $753,350.
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 13,408 sharesChange vs previous 13F +951 shares
<0.01% of the 13F portfolio, value $710,095.
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 12,457 sharesChange vs previous 13F +1,386 shares
<0.01% of the 13F portfolio, value $752,306.
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 11,071 sharesChange vs previous 13F +6,614 shares
<0.01% of the 13F portfolio, value $704,040.
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 4,457 sharesChange vs previous 13F -6,550 shares
<0.01% of the 13F portfolio, value $263,409.
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 11,007 sharesChange vs previous 13F +1,332 shares
0.01% of the 13F portfolio, value $622,559.
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 9,675 sharesChange vs previous 13F +88 shares
0.01% of the 13F portfolio, value $566,773.
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 9,587 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $480,720.
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).