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HB Wealth Management, LLC: NDAQ position timeline

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

HB Wealth Management, LLC held 20,140 NDAQ 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 20,140 shares
    Change vs previous 13F +826 shares

    0.01% of the 13F portfolio, value $1,587,473.

    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 19,314 shares
    Change vs previous 13F +5,486 shares

    0.01% of the 13F portfolio, value $1,639,628.

    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 13,828 shares
    Change vs previous 13F +604 shares

    0.01% of the 13F portfolio, value $1,343,148.

    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 13,224 shares
    Change vs previous 13F +4,877 shares

    0.01% of the 13F portfolio, value $1,169,682.

    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 8,347 shares
    Change vs previous 13F -1,954 shares

    0.01% of the 13F portfolio, value $746,444.

    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 10,301 shares
    Change vs previous 13F +1,181 shares

    0.01% of the 13F portfolio, value $781,445.

    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 9,120 shares
    Change vs previous 13F -794 shares

    0.01% of the 13F portfolio, value $705,085.

    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 9,914 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $723,832.

    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).