HB Wealth Management, LLC: PDEC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on PDEC, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 21,701 PDEC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 21,701 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $995,859.
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 21,701 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $922,293.
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 21,701 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $941,389.
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 21,701 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $911,876.
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).
- period ended2025-06-3013F 21,701 sharesChange vs previous 13F -97,206 shares
0.01% of the 13F portfolio, value $868,257.
13F-HR 0001172661-25-002644 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 ended2025-03-3113F 118,907 sharesChange vs previous 13F +496 shares
0.04% of the 13F portfolio, value $4,470,903.
13F-HR 0001172661-25-001594 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 ended2024-12-3113F 118,411 sharesChange vs previous 13F +954 shares
0.05% of the 13F portfolio, value $4,549,351.
13F-HR 0001172661-25-000193 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 ended2024-09-3013F 117,457 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $4,499,778.
13F-HR 0001172661-24-004257 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).