Skip to content
Disclosery

HB Wealth Management, LLC: SLV position timeline

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

HB Wealth Management, LLC held 75,591 SLV 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 75,591 shares
    Change vs previous 13F +837 shares

    0.02% of the 13F portfolio, value $4,041,851.

    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 74,754 shares
    Change vs previous 13F -2,026 shares

    0.03% of the 13F portfolio, value $5,093,738.

    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 76,780 shares
    Change vs previous 13F -4,097 shares

    0.03% of the 13F portfolio, value $4,946,168.

    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 80,877 shares
    Change vs previous 13F +11,869 shares

    0.02% of the 13F portfolio, value $3,426,758.

    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 69,008 shares
    Change vs previous 13F -10,188 shares

    0.02% of the 13F portfolio, value $2,264,152.

    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 79,196 shares
    Change vs previous 13F +54,752 shares

    0.02% of the 13F portfolio, value $2,454,284.

    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 24,444 shares
    Change vs previous 13F +3,756 shares

    0.01% of the 13F portfolio, value $643,611.

    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 20,688 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $587,746.

    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).