Skip to content
Disclosery

HB Wealth Management, LLC: SPHD position timeline

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

HB Wealth Management, LLC held 10,614 SPHD 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 10,614 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $539,628.

    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 10,593 shares
    Change vs previous 13F -1,373 shares

    <0.01% of the 13F portfolio, value $525,549.

    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 11,966 shares
    Change vs previous 13F -6,844 shares

    <0.01% of the 13F portfolio, value $574,383.

    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 18,810 shares
    Change vs previous 13F +1,707 shares

    0.01% of the 13F portfolio, value $930,169.

    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 17,103 shares
    Change vs previous 13F -2,949 shares

    0.01% of the 13F portfolio, value $813,421.

    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 20,052 shares
    Change vs previous 13F +8,605 shares

    0.01% of the 13F portfolio, value $1,007,253.

    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 11,447 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $553,038.

    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 11,431 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $578,075.

    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).