Skip to content
Disclosery

HB Wealth Management, LLC: NBOS position timeline

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

HB Wealth Management, LLC held 32,202 NBOS 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 32,202 shares
    Change vs previous 13F -2,795 shares

    0.01% of the 13F portfolio, value $902,110.

    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 34,997 shares
    Change vs previous 13F -13,622 shares

    0.01% of the 13F portfolio, value $935,970.

    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 48,619 shares
    Change vs previous 13F -6,459 shares

    0.01% of the 13F portfolio, value $1,325,860.

    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 55,078 shares
    Change vs previous 13F +7,990 shares

    0.01% of the 13F portfolio, value $1,479,417.

    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 47,088 shares
    Change vs previous 13F -20,640 shares

    0.01% of the 13F portfolio, value $1,226,195.

    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 67,728 shares
    Change vs previous 13F -16,237 shares

    0.01% of the 13F portfolio, value $1,732,502.

    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 83,965 shares
    Change vs previous 13F -16,565 shares

    0.02% of the 13F portfolio, value $2,212,492.

    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 100,530 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,649,201.

    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).