Skip to content
Disclosery

HB Wealth Management, LLC: SPYM position timeline

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

HB Wealth Management, LLC held 6,981 SPYM 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 6,981 shares
    Change vs previous 13F +1,553 shares

    <0.01% of the 13F portfolio, value $613,564.

    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 5,428 shares
    Change vs previous 13F -165 shares

    <0.01% of the 13F portfolio, value $415,510.

    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 5,593 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $448,686.

    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 5,572 shares
    Change vs previous 13F +692 shares

    <0.01% of the 13F portfolio, value $436,569.

    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 4,880 shares
    Change vs previous 13F +688 shares

    <0.01% of the 13F portfolio, value $354,791.

    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 4,192 shares
    Change vs previous 13F +367 shares

    <0.01% of the 13F portfolio, value $275,717.

    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 3,825 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $263,759.

    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).