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Disclosery

HB Wealth Management, LLC: NU position timeline

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

HB Wealth Management, LLC held 43,854 NU 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 43,854 shares
    Change vs previous 13F -4,521 shares

    <0.01% of the 13F portfolio, value $585,889.

    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 48,375 shares
    Change vs previous 13F +14,189 shares

    <0.01% of the 13F portfolio, value $695,149.

    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 34,186 shares
    Change vs previous 13F +4,958 shares

    <0.01% of the 13F portfolio, value $572,274.

    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 29,228 shares
    Change vs previous 13F +5,287 shares

    <0.01% of the 13F portfolio, value $467,940.

    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 23,941 shares
    Change vs previous 13F -509 shares

    <0.01% of the 13F portfolio, value $328,471.

    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 24,450 shares
    Change vs previous 13F +6,782 shares

    <0.01% of the 13F portfolio, value $250,368.

    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 17,668 shares
    Change vs previous 13F +1,852 shares

    <0.01% of the 13F portfolio, value $183,040.

    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 15,816 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,888.

    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).