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Disclosery

HB Wealth Management, LLC: NWSA position timeline

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

HB Wealth Management, LLC held 20,162 NWSA 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 20,162 shares
    Change vs previous 13F +8,123 shares

    <0.01% of the 13F portfolio, value $500,622.

    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 12,039 shares
    Change vs previous 13F +2,676 shares

    <0.01% of the 13F portfolio, value $300,132.

    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 9,363 shares
    Change vs previous 13F -3,199 shares

    <0.01% of the 13F portfolio, value $244,562.

    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 12,562 shares
    Change vs previous 13F +4,413 shares

    <0.01% of the 13F portfolio, value $385,779.

    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 8,149 shares
    Change vs previous 13F -144 shares

    <0.01% of the 13F portfolio, value $242,188.

    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 8,293 shares
    Change vs previous 13F +716 shares

    <0.01% of the 13F portfolio, value $225,735.

    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 7,577 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,671.

    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).