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Disclosery

HB Wealth Management, LLC: NI position timeline

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

HB Wealth Management, LLC held 20,479 NI 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 20,479 shares
    Change vs previous 13F +5,011 shares

    0.01% of the 13F portfolio, value $973,802.

    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 15,468 shares
    Change vs previous 13F +1,271 shares

    <0.01% of the 13F portfolio, value $721,737.

    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 14,197 shares
    Change vs previous 13F +158 shares

    <0.01% of the 13F portfolio, value $592,886.

    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 14,039 shares
    Change vs previous 13F +820 shares

    <0.01% of the 13F portfolio, value $607,931.

    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 13,219 shares
    Change vs previous 13F -205 shares

    <0.01% of the 13F portfolio, value $533,275.

    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 13,424 shares
    Change vs previous 13F +4,467 shares

    <0.01% of the 13F portfolio, value $538,208.

    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 8,957 shares
    Change vs previous 13F +1,885 shares

    <0.01% of the 13F portfolio, value $329,275.

    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 7,072 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $245,077.

    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).