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Disclosery

HB Wealth Management, LLC: MINT position timeline

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

HB Wealth Management, LLC held 268,951 MINT 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 268,951 shares
    Change vs previous 13F -36,780 shares

    0.15% of the 13F portfolio, value $27,113,020.

    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 305,731 shares
    Change vs previous 13F -124,796 shares

    0.2% of the 13F portfolio, value $30,747,447.

    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 430,527 shares
    Change vs previous 13F -239,836 shares

    0.28% of the 13F portfolio, value $43,199,131.

    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 670,363 shares
    Change vs previous 13F -786,884 shares

    0.46% of the 13F portfolio, value $67,498,951.

    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 1,457,247 shares
    Change vs previous 13F -2,007,282 shares

    1.17% of the 13F portfolio, value $146,504,399.

    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 3,464,529 shares
    Change vs previous 13F -10,927 shares

    2.93% of the 13F portfolio, value $348,600,985.

    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 3,475,456 shares
    Change vs previous 13F +288,275 shares

    3.57% of the 13F portfolio, value $348,730,533.

    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 3,187,181 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $320,917,291.

    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).