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Disclosery

HB Wealth Management, LLC: NOW position timeline

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

HB Wealth Management, LLC held 38,426 NOW 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 38,426 shares
    Change vs previous 13F -11,638 shares

    0.02% of the 13F portfolio, value $3,814,934.

    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 50,064 shares
    Change vs previous 13F -8,806 shares

    0.03% of the 13F portfolio, value $5,234,244.

    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 58,870 shares
    Change vs previous 13F +48,418 shares

    0.06% of the 13F portfolio, value $9,018,349.

    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 10,452 shares
    Change vs previous 13F +2,317 shares

    0.07% of the 13F portfolio, value $9,619,437.

    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 8,135 shares
    Change vs previous 13F +449 shares

    0.07% of the 13F portfolio, value $8,364,114.

    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 7,686 shares
    Change vs previous 13F +3,309 shares

    0.05% of the 13F portfolio, value $6,119,182.

    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 4,377 shares
    Change vs previous 13F +261 shares

    0.05% of the 13F portfolio, value $4,640,661.

    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 4,116 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,682,150.

    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).