Skip to content
Disclosery

HB Wealth Management, LLC: ROST position timeline

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

HB Wealth Management, LLC held 16,589 ROST 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 16,589 shares
    Change vs previous 13F +1,992 shares

    0.02% of the 13F portfolio, value $3,531,028.

    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 14,597 shares
    Change vs previous 13F +2,738 shares

    0.02% of the 13F portfolio, value $3,162,354.

    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 11,859 shares
    Change vs previous 13F +907 shares

    0.01% of the 13F portfolio, value $2,136,407.

    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 10,952 shares
    Change vs previous 13F +954 shares

    0.01% of the 13F portfolio, value $1,669,042.

    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 9,998 shares
    Change vs previous 13F -2,016 shares

    0.01% of the 13F portfolio, value $1,275,582.

    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 12,014 shares
    Change vs previous 13F +6,148 shares

    0.01% of the 13F portfolio, value $1,535,297.

    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 5,866 shares
    Change vs previous 13F +986 shares

    0.01% of the 13F portfolio, value $887,376.

    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 4,880 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $734,510.

    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).