HB Wealth Management, LLC: SLDE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on SLDE, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 143,437 SLDE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 143,437 sharesChange vs previous 13F -748,966 shares
0.02% of the 13F portfolio, value $2,778,375.
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 892,403 sharesChange vs previous 13F -183 shares
0.1% of the 13F portfolio, value $16,063,254.
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 892,586 sharesChange vs previous 13F +832,102 shares
0.11% of the 13F portfolio, value $17,387,575.
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 60,484 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $954,740.
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).