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Disclosery

HB Wealth Management, LLC: O position timeline

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

HB Wealth Management, LLC held 67,959 O 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 67,959 shares
    Change vs previous 13F +40,546 shares

    0.02% of the 13F portfolio, value $4,210,780.

    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 27,413 shares
    Change vs previous 13F +2,638 shares

    0.01% of the 13F portfolio, value $1,677,184.

    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 24,775 shares
    Change vs previous 13F +244 shares

    0.01% of the 13F portfolio, value $1,396,579.

    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 24,531 shares
    Change vs previous 13F +2,091 shares

    0.01% of the 13F portfolio, value $1,491,240.

    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 22,440 shares
    Change vs previous 13F +886 shares

    0.01% of the 13F portfolio, value $1,292,781.

    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 21,554 shares
    Change vs previous 13F +5,471 shares

    0.01% of the 13F portfolio, value $1,250,348.

    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 16,083 shares
    Change vs previous 13F +5,701 shares

    0.01% of the 13F portfolio, value $856,977.

    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 10,382 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $658,453.

    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).