HB Wealth Management, LLC: PRG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on PRG, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 22,120 PRG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 22,120 sharesChange vs previous 13F +650 shares
0.01% of the 13F portfolio, value $1,031,013.
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 21,470 sharesChange vs previous 13F +359 shares
<0.01% of the 13F portfolio, value $615,974.
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 21,111 sharesChange vs previous 13F +251 shares
<0.01% of the 13F portfolio, value $622,563.
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 20,860 sharesChange vs previous 13F +20,860 shares
<0.01% of the 13F portfolio, value $675,030.
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 0 sharesChange vs previous 13F -16,371 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 16,371 sharesChange vs previous 13F +195 shares
<0.01% of the 13F portfolio, value $435,469.
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 16,176 sharesChange vs previous 13F +631 shares
0.01% of the 13F portfolio, value $683,598.
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 15,545 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $753,777.
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).