HB Wealth Management, LLC: MCK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on MCK, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 8,474 MCK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 8,474 sharesChange vs previous 13F -101 shares
0.04% of the 13F portfolio, value $6,403,020.
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 8,575 sharesChange vs previous 13F +210 shares
0.05% of the 13F portfolio, value $7,421,023.
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 8,365 sharesChange vs previous 13F +278 shares
0.04% of the 13F portfolio, value $6,862,002.
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 8,087 sharesChange vs previous 13F +1,471 shares
0.04% of the 13F portfolio, value $6,248,264.
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 6,616 sharesChange vs previous 13F -1,794 shares
0.04% of the 13F portfolio, value $4,848,499.
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 8,410 sharesChange vs previous 13F +872 shares
0.05% of the 13F portfolio, value $5,660,269.
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 7,538 sharesChange vs previous 13F +709 shares
0.04% of the 13F portfolio, value $4,296,298.
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 6,829 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $3,376,703.
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).