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Disclosery

HB Wealth Management, LLC: MO position timeline

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

HB Wealth Management, LLC held 124,567 MO 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 124,567 shares
    Change vs previous 13F +2,577 shares

    0.05% of the 13F portfolio, value $8,962,607.

    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 121,990 shares
    Change vs previous 13F +3,532 shares

    0.05% of the 13F portfolio, value $8,050,132.

    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 118,458 shares
    Change vs previous 13F +4,072 shares

    0.04% of the 13F portfolio, value $6,830,337.

    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 114,386 shares
    Change vs previous 13F +15,561 shares

    0.05% of the 13F portfolio, value $7,556,361.

    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 98,825 shares
    Change vs previous 13F -6,622 shares

    0.05% of the 13F portfolio, value $5,794,157.

    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 105,447 shares
    Change vs previous 13F +19,054 shares

    0.05% of the 13F portfolio, value $6,328,935.

    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 86,393 shares
    Change vs previous 13F +4,652 shares

    0.05% of the 13F portfolio, value $4,517,522.

    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 81,741 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,172,086.

    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).