HB Wealth Management, LLC: NEU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on NEU, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 30,269 NEU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 30,269 sharesChange vs previous 13F +323 shares
0.13% of the 13F portfolio, value $23,950,044.
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 29,946 sharesChange vs previous 13F +82 shares
0.12% of the 13F portfolio, value $19,193,889.
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 29,864 sharesChange vs previous 13F -84 shares
0.13% of the 13F portfolio, value $20,524,333.
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 29,948 sharesChange vs previous 13F +25,919 shares
0.17% of the 13F portfolio, value $24,803,233.
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 4,029 sharesChange vs previous 13F -26,306 shares
0.02% of the 13F portfolio, value $2,783,475.
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 30,335 sharesChange vs previous 13F -4,199 shares
0.14% of the 13F portfolio, value $17,183,261.
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 34,534 sharesChange vs previous 13F -13 shares
0.19% of the 13F portfolio, value $18,246,039.
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 34,547 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $19,066,144.
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).