Skip to content
Disclosery

HB Wealth Management, LLC: MDY position timeline

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

HB Wealth Management, LLC held 5,326 MDY 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 5,326 shares
    Change vs previous 13F +78 shares

    0.02% of the 13F portfolio, value $3,746,145.

    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 5,248 shares
    Change vs previous 13F +274 shares

    0.02% of the 13F portfolio, value $3,237,027.

    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 4,974 shares
    Change vs previous 13F -161 shares

    0.02% of the 13F portfolio, value $3,000,870.

    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 5,135 shares
    Change vs previous 13F +1,266 shares

    0.02% of the 13F portfolio, value $3,061,158.

    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 3,869 shares
    Change vs previous 13F -2,289 shares

    0.02% of the 13F portfolio, value $2,191,919.

    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 6,158 shares
    Change vs previous 13F -299 shares

    0.03% of the 13F portfolio, value $3,285,578.

    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 6,457 shares
    Change vs previous 13F -3,230 shares

    0.04% of the 13F portfolio, value $3,677,922.

    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 9,687 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,518,441.

    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).