HB Wealth Management, LLC: PNR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on PNR, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 7,284 PNR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 7,284 sharesChange vs previous 13F +2,889 shares
<0.01% of the 13F portfolio, value $558,393.
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 4,395 sharesChange vs previous 13F -4,824 shares
<0.01% of the 13F portfolio, value $382,849.
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 9,219 sharesChange vs previous 13F +1,554 shares
0.01% of the 13F portfolio, value $960,067.
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 7,665 sharesChange vs previous 13F +3,669 shares
0.01% of the 13F portfolio, value $848,975.
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 3,996 sharesChange vs previous 13F +392 shares
<0.01% of the 13F portfolio, value $410,300.
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 3,604 sharesChange vs previous 13F +192 shares
<0.01% of the 13F portfolio, value $315,278.
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 3,412 sharesChange vs previous 13F -40 shares
<0.01% of the 13F portfolio, value $343,383.
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 3,452 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $337,571.
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).