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Disclosery

HB Wealth Management, LLC: OPEN position timeline

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

HB Wealth Management, LLC held 100,102 OPEN 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 100,102 shares
    Change vs previous 13F +1,031 shares

    <0.01% of the 13F portfolio, value $462,471.

    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 99,071 shares
    Change vs previous 13F +785 shares

    <0.01% of the 13F portfolio, value $463,652.

    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 98,286 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $573,007.

    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 98,283 shares
    Change vs previous 13F -2,194 shares

    0.01% of the 13F portfolio, value $783,316.

    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 100,477 shares
    Change vs previous 13F -4,324 shares

    <0.01% of the 13F portfolio, value $53,554.

    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 104,801 shares
    Change vs previous 13F -1,120 shares

    <0.01% of the 13F portfolio, value $106,897.

    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 105,921 shares
    Change vs previous 13F -5,847 shares

    <0.01% of the 13F portfolio, value $169,474.

    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 111,768 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,536.

    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).