HB Wealth Management, LLC: PCOR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on PCOR, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 9,945 PCOR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 9,945 sharesChange vs previous 13F -14,528 shares
<0.01% of the 13F portfolio, value $403,966.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,473 sharesChange vs previous 13F -15,582 shares
0.01% of the 13F portfolio, value $1,394,961.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,055 sharesChange vs previous 13F -59 shares
0.02% of the 13F portfolio, value $2,913,601.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 40,114 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $2,925,113.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).