Skip to content
Disclosery

HB Wealth Management, LLC: MSI position timeline

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

HB Wealth Management, LLC held 12,168 MSI 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 12,168 shares
    Change vs previous 13F -396 shares

    0.03% of the 13F portfolio, value $5,053,504.

    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 12,564 shares
    Change vs previous 13F +3,556 shares

    0.04% of the 13F portfolio, value $5,452,594.

    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 9,008 shares
    Change vs previous 13F -5,128 shares

    0.02% of the 13F portfolio, value $3,453,050.

    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 14,136 shares
    Change vs previous 13F +795 shares

    0.04% of the 13F portfolio, value $6,464,497.

    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 13,341 shares
    Change vs previous 13F +2,498 shares

    0.04% of the 13F portfolio, value $5,609,357.

    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 10,843 shares
    Change vs previous 13F +4,469 shares

    0.04% of the 13F portfolio, value $4,747,447.

    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 6,374 shares
    Change vs previous 13F +711 shares

    0.03% of the 13F portfolio, value $2,947,617.

    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 5,663 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,546,382.

    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).