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
- period ended2026-06-3013F 11,483 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,160 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,619 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,470 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,522 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,365 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,235 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,138 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).