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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

  1. period ended2026-06-30
    13F 30,269 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,946 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,864 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,948 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,029 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,335 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,534 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 34,547 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).