Skip to content
Disclosery

HB Wealth Management, LLC: OBDC position timeline

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

HB Wealth Management, LLC held 335,367 OBDC 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 335,367 shares
    Change vs previous 13F +17,832 shares

    0.02% of the 13F portfolio, value $3,645,449.

    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 317,535 shares
    Change vs previous 13F -4,050 shares

    0.02% of the 13F portfolio, value $3,511,939.

    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 321,585 shares
    Change vs previous 13F -422,308 shares

    0.03% of the 13F portfolio, value $3,997,309.

    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 743,893 shares
    Change vs previous 13F +5,834 shares

    0.06% of the 13F portfolio, value $9,499,515.

    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 738,059 shares
    Change vs previous 13F -393,861 shares

    0.08% of the 13F portfolio, value $10,583,773.

    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 1,131,920 shares
    Change vs previous 13F +856,735 shares

    0.14% of the 13F portfolio, value $16,593,951.

    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 275,185 shares
    Change vs previous 13F +15,814 shares

    0.04% of the 13F portfolio, value $4,160,801.

    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 259,371 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,779,037.

    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).