Skip to content
Disclosery

HB Wealth Management, LLC: POOL position timeline

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

HB Wealth Management, LLC held 3,873 POOL 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 3,873 shares
    Change vs previous 13F +1,636 shares

    <0.01% of the 13F portfolio, value $832,394.

    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 2,237 shares
    Change vs previous 13F +1,064 shares

    <0.01% of the 13F portfolio, value $452,612.

    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 1,173 shares
    Change vs previous 13F -271 shares

    <0.01% of the 13F portfolio, value $268,324.

    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 1,444 shares
    Change vs previous 13F +116 shares

    <0.01% of the 13F portfolio, value $447,876.

    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 1,328 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $387,225.

    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 1,332 shares
    Change vs previous 13F +184 shares

    <0.01% of the 13F portfolio, value $424,194.

    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 1,148 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $391,399.

    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 1,144 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $431,059.

    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).