HB Wealth Management, LLC: NEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on NEM, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 40,542 NEM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 40,542 sharesChange vs previous 13F -1,425 shares
0.02% of the 13F portfolio, value $3,786,699.
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 41,967 sharesChange vs previous 13F +3,600 shares
0.03% of the 13F portfolio, value $4,542,934.
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 38,367 sharesChange vs previous 13F +4,808 shares
0.02% of the 13F portfolio, value $3,830,975.
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 33,559 sharesChange vs previous 13F +5,840 shares
0.02% of the 13F portfolio, value $2,829,409.
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 27,719 sharesChange vs previous 13F +7,904 shares
0.01% of the 13F portfolio, value $1,614,910.
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 19,815 sharesChange vs previous 13F +5,344 shares
0.01% of the 13F portfolio, value $956,707.
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 14,471 sharesChange vs previous 13F +673 shares
0.01% of the 13F portfolio, value $538,638.
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 13,798 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $737,541.
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).