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Disclosery

HB Wealth Management, LLC: SAN position timeline

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

HB Wealth Management, LLC held 91,670 SAN 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 91,670 shares
    Change vs previous 13F +11,847 shares

    0.01% of the 13F portfolio, value $1,265,059.

    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 79,823 shares
    Change vs previous 13F +5,596 shares

    0.01% of the 13F portfolio, value $900,403.

    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 74,227 shares
    Change vs previous 13F +7,393 shares

    0.01% of the 13F portfolio, value $870,683.

    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 66,834 shares
    Change vs previous 13F +9,792 shares

    <0.01% of the 13F portfolio, value $700,420.

    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 57,042 shares
    Change vs previous 13F +26,251 shares

    <0.01% of the 13F portfolio, value $473,449.

    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 30,791 shares
    Change vs previous 13F +14,509 shares

    <0.01% of the 13F portfolio, value $206,300.

    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 16,282 shares
    Change vs previous 13F -5,587 shares

    <0.01% of the 13F portfolio, value $74,246.

    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 21,869 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $111,532.

    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).