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Disclosery

HB Wealth Management, LLC: SNY position timeline

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

HB Wealth Management, LLC held 15,572 SNY 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 15,572 shares
    Change vs previous 13F -4,668 shares

    <0.01% of the 13F portfolio, value $664,328.

    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 20,240 shares
    Change vs previous 13F -6,375 shares

    0.01% of the 13F portfolio, value $975,171.

    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 26,615 shares
    Change vs previous 13F +777 shares

    0.01% of the 13F portfolio, value $1,289,805.

    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 25,838 shares
    Change vs previous 13F -3,947 shares

    0.01% of the 13F portfolio, value $1,219,595.

    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 29,785 shares
    Change vs previous 13F -3,452 shares

    0.01% of the 13F portfolio, value $1,438,913.

    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 33,237 shares
    Change vs previous 13F +17,741 shares

    0.02% of the 13F portfolio, value $1,843,324.

    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 15,496 shares
    Change vs previous 13F +9,342 shares

    0.01% of the 13F portfolio, value $747,372.

    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 6,154 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $354,655.

    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).