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Disclosery

HB Wealth Management, LLC: NTAP position timeline

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

HB Wealth Management, LLC held 7,152 NTAP 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 7,152 shares
    Change vs previous 13F +39 shares

    0.01% of the 13F portfolio, value $1,106,953.

    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 7,113 shares
    Change vs previous 13F +762 shares

    <0.01% of the 13F portfolio, value $728,359.

    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 6,351 shares
    Change vs previous 13F +128 shares

    <0.01% of the 13F portfolio, value $680,131.

    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 6,223 shares
    Change vs previous 13F +1,345 shares

    0.01% of the 13F portfolio, value $737,177.

    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 4,878 shares
    Change vs previous 13F +1,108 shares

    <0.01% of the 13F portfolio, value $519,806.

    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 3,770 shares
    Change vs previous 13F +566 shares

    <0.01% of the 13F portfolio, value $331,157.

    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 3,204 shares
    Change vs previous 13F +184 shares

    <0.01% of the 13F portfolio, value $371,921.

    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 3,020 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $373,000.

    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).