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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

  1. period ended2026-06-30
    13F 143,437 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 892,403 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 892,586 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 60,484 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).