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HB Wealth Management, LLC: OMFL position timeline

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

HB Wealth Management, LLC held 15,804 OMFL 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 15,804 shares
    Change vs previous 13F -560 shares

    0.01% of the 13F portfolio, value $1,083,206.

    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 16,364 shares
    Change vs previous 13F +13,062 shares

    0.01% of the 13F portfolio, value $983,804.

    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 3,302 shares
    Change vs previous 13F -790 shares

    <0.01% of the 13F portfolio, value $201,851.

    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 4,092 shares
    Change vs previous 13F +461 shares

    <0.01% of the 13F portfolio, value $246,584.

    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 3,631 shares
    Change vs previous 13F -3,787 shares

    <0.01% of the 13F portfolio, value $209,818.

    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 7,418 shares
    Change vs previous 13F -868 shares

    <0.01% of the 13F portfolio, value $395,471.

    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 8,286 shares
    Change vs previous 13F +1,274 shares

    <0.01% of the 13F portfolio, value $449,367.

    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 7,012 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $371,566.

    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).