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Disclosery

HB Wealth Management, LLC: NULG position timeline

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

HB Wealth Management, LLC held 14,018 NULG 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 14,018 shares
    Change vs previous 13F +1,974 shares

    0.01% of the 13F portfolio, value $1,641,045.

    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 12,044 shares
    Change vs previous 13F +1,755 shares

    0.01% of the 13F portfolio, value $1,095,358.

    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 10,289 shares
    Change vs previous 13F +1,302 shares

    0.01% of the 13F portfolio, value $1,006,346.

    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 8,987 shares
    Change vs previous 13F +4,079 shares

    0.01% of the 13F portfolio, value $893,824.

    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 4,908 shares
    Change vs previous 13F -180 shares

    <0.01% of the 13F portfolio, value $461,170.

    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 5,088 shares
    Change vs previous 13F +1,776 shares

    <0.01% of the 13F portfolio, value $398,341.

    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 3,312 shares
    Change vs previous 13F -57 shares

    <0.01% of the 13F portfolio, value $284,360.

    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 3,369 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $278,380.

    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).