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Disclosery

HB Wealth Management, LLC: SPY position timeline

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

HB Wealth Management, LLC held 471,257 SPY 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 471,257 shares
    Change vs previous 13F +14,701 shares

    1.98% of the 13F portfolio, value $351,921,034.

    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 456,556 shares
    Change vs previous 13F -4,874 shares

    1.93% of the 13F portfolio, value $296,916,784.

    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 461,430 shares
    Change vs previous 13F +20,122 shares

    2.04% of the 13F portfolio, value $314,658,786.

    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 441,308 shares
    Change vs previous 13F +37,254 shares

    2% of the 13F portfolio, value $293,991,097.

    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 404,054 shares
    Change vs previous 13F -24,129 shares

    2% of the 13F portfolio, value $249,644,513.

    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 428,183 shares
    Change vs previous 13F +91,619 shares

    2.01% of the 13F portfolio, value $239,521,702.

    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 336,564 shares
    Change vs previous 13F +5,780 shares

    2.02% of the 13F portfolio, value $197,268,053.

    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 330,784 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $189,790,734.

    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).