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Disclosery

HB Wealth Management, LLC: SSRM position timeline

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

HB Wealth Management, LLC held 18,234 SSRM 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 18,234 shares
    Change vs previous 13F +74 shares

    <0.01% of the 13F portfolio, value $515,684.

    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 18,160 shares
    Change vs previous 13F +2,552 shares

    <0.01% of the 13F portfolio, value $533,483.

    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 15,608 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $342,197.

    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 15,498 shares
    Change vs previous 13F +267 shares

    <0.01% of the 13F portfolio, value $378,336.

    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 15,231 shares
    Change vs previous 13F +840 shares

    <0.01% of the 13F portfolio, value $194,438.

    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 14,391 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $144,266.

    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 14,376 shares
    Change vs previous 13F +1,463 shares

    <0.01% of the 13F portfolio, value $100,387.

    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 12,913 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $73,332.

    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).