Skip to content

HB Wealth Management, LLC: MAS position timeline

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

HB Wealth Management, LLC held 11,483 MAS 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 11,483 shares
    Change vs previous 13F +3,323 shares

    0.01% of the 13F portfolio, value $934,385.

    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 8,160 shares
    Change vs previous 13F +541 shares

    <0.01% of the 13F portfolio, value $492,626.

    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 7,619 shares
    Change vs previous 13F +1,149 shares

    <0.01% of the 13F portfolio, value $483,505.

    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 6,470 shares
    Change vs previous 13F +948 shares

    <0.01% of the 13F portfolio, value $455,423.

    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 5,522 shares
    Change vs previous 13F +157 shares

    <0.01% of the 13F portfolio, value $355,396.

    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 5,365 shares
    Change vs previous 13F +1,130 shares

    <0.01% of the 13F portfolio, value $373,082.

    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 4,235 shares
    Change vs previous 13F +97 shares

    <0.01% of the 13F portfolio, value $307,334.

    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 4,138 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $347,344.

    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).