Skip to content
Disclosery

HB Wealth Management, LLC: PM position timeline

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

HB Wealth Management, LLC held 104,512 PM 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 104,512 shares
    Change vs previous 13F +1,554 shares

    0.11% of the 13F portfolio, value $18,907,289.

    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 102,958 shares
    Change vs previous 13F +7,649 shares

    0.11% of the 13F portfolio, value $17,023,229.

    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 95,309 shares
    Change vs previous 13F +269 shares

    0.1% of the 13F portfolio, value $15,287,622.

    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 95,040 shares
    Change vs previous 13F +13,185 shares

    0.1% of the 13F portfolio, value $15,415,547.

    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 81,855 shares
    Change vs previous 13F -10,106 shares

    0.12% of the 13F portfolio, value $14,908,429.

    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 91,961 shares
    Change vs previous 13F +26,348 shares

    0.12% of the 13F portfolio, value $14,597,078.

    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 65,613 shares
    Change vs previous 13F +11,846 shares

    0.08% of the 13F portfolio, value $7,896,457.

    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 53,767 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,527,365.

    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).