HB Wealth Management, LLC: MKC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on MKC, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 333,093 MKC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 333,093 sharesChange vs previous 13F +159,060 shares
0.09% of the 13F portfolio, value $16,794,558.
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 174,033 sharesChange vs previous 13F +55,242 shares
0.06% of the 13F portfolio, value $8,778,227.
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 118,791 sharesChange vs previous 13F +6,961 shares
0.05% of the 13F portfolio, value $8,090,895.
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 111,830 sharesChange vs previous 13F -183 shares
0.05% of the 13F portfolio, value $7,482,582.
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 112,013 sharesChange vs previous 13F -282 shares
0.07% of the 13F portfolio, value $8,492,847.
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 112,295 sharesChange vs previous 13F +106,653 shares
0.08% of the 13F portfolio, value $9,243,058.
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 5,642 sharesChange vs previous 13F +384 shares
<0.01% of the 13F portfolio, value $430,131.
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 5,258 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $432,756.
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).