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Disclosery

HB Wealth Management, LLC: RL position timeline

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

HB Wealth Management, LLC held 2,605 RL 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 2,605 shares
    Change vs previous 13F -465 shares

    0.01% of the 13F portfolio, value $1,045,998.

    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 3,070 shares
    Change vs previous 13F +548 shares

    0.01% of the 13F portfolio, value $1,056,322.

    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 2,522 shares
    Change vs previous 13F +638 shares

    0.01% of the 13F portfolio, value $892,078.

    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 1,884 shares
    Change vs previous 13F -115 shares

    <0.01% of the 13F portfolio, value $590,983.

    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 1,999 shares
    Change vs previous 13F -135 shares

    <0.01% of the 13F portfolio, value $548,487.

    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 2,134 shares
    Change vs previous 13F +956 shares

    <0.01% of the 13F portfolio, value $471,215.

    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 1,178 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $272,252.

    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).