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Disclosery

HB Wealth Management, LLC: SPLV position timeline

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

HB Wealth Management, LLC held 100,929 SPLV 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 100,929 shares
    Change vs previous 13F +28 shares

    0.04% of the 13F portfolio, value $7,559,610.

    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 100,901 shares
    Change vs previous 13F +19 shares

    0.05% of the 13F portfolio, value $7,379,941.

    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 100,882 shares
    Change vs previous 13F -35 shares

    0.05% of the 13F portfolio, value $7,204,993.

    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 100,917 shares
    Change vs previous 13F +21,793 shares

    0.05% of the 13F portfolio, value $7,415,381.

    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 79,124 shares
    Change vs previous 13F -21,918 shares

    0.05% of the 13F portfolio, value $5,761,429.

    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 101,042 shares
    Change vs previous 13F -310 shares

    0.06% of the 13F portfolio, value $7,549,859.

    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 101,352 shares
    Change vs previous 13F -2,565 shares

    0.07% of the 13F portfolio, value $7,094,520.

    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 103,917 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,453,967.

    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).