HB Wealth Management, LLC: SBUX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on SBUX, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 43,367 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 43,367 sharesChange vs previous 13F -635 shares
0.02% of the 13F portfolio, value $4,431,686.
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 44,002 sharesChange vs previous 13F +4,426 shares
0.03% of the 13F portfolio, value $3,942,196.
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 39,576 sharesChange vs previous 13F -3,369 shares
0.02% of the 13F portfolio, value $3,332,766.
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 42,945 sharesChange vs previous 13F +7,625 shares
0.02% of the 13F portfolio, value $3,633,199.
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 35,320 sharesChange vs previous 13F -11,260 shares
0.03% of the 13F portfolio, value $3,236,391.
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).
- period ended2025-03-3113F 46,580 sharesChange vs previous 13F +8,499 shares
0.04% of the 13F portfolio, value $4,569,129.
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 38,081 sharesChange vs previous 13F -349 shares
0.04% of the 13F portfolio, value $3,474,685.
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 38,430 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $3,746,636.
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).