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Disclosery

HB Wealth Management, LLC: RSP position timeline

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

HB Wealth Management, LLC held 230,643 RSP 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 230,643 shares
    Change vs previous 13F +2,187 shares

    0.28% of the 13F portfolio, value $49,073,993.

    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 228,456 shares
    Change vs previous 13F -2,063 shares

    0.28% of the 13F portfolio, value $43,845,457.

    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 230,519 shares
    Change vs previous 13F +11,041 shares

    0.29% of the 13F portfolio, value $44,158,282.

    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 219,478 shares
    Change vs previous 13F +24,577 shares

    0.28% of the 13F portfolio, value $41,635,107.

    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 194,901 shares
    Change vs previous 13F -5,047 shares

    0.28% of the 13F portfolio, value $35,421,333.

    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 199,948 shares
    Change vs previous 13F +166,473 shares

    0.29% of the 13F portfolio, value $34,637,131.

    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 33,475 shares
    Change vs previous 13F +4,877 shares

    0.06% of the 13F portfolio, value $5,865,813.

    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 28,598 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,123,618.

    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).