Skip to content
Disclosery

HB Wealth Management, LLC: SMH position timeline

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

HB Wealth Management, LLC held 7,145 SMH 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 7,145 shares
    Change vs previous 13F +64 shares

    0.03% of the 13F portfolio, value $4,686,529.

    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 7,081 shares
    Change vs previous 13F +390 shares

    0.02% of the 13F portfolio, value $2,715,141.

    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 6,691 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $2,409,823.

    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 6,687 shares
    Change vs previous 13F +617 shares

    0.01% of the 13F portfolio, value $2,182,520.

    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 6,070 shares
    Change vs previous 13F -3,151 shares

    0.01% of the 13F portfolio, value $1,692,909.

    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 9,221 shares
    Change vs previous 13F -704 shares

    0.02% of the 13F portfolio, value $1,950,062.

    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 9,925 shares
    Change vs previous 13F -190 shares

    0.02% of the 13F portfolio, value $2,407,777.

    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 10,115 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,482,821.

    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).