HB Wealth Management, LLC: STRL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on STRL, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 1,252 STRL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,252 sharesChange vs previous 13F +86 shares
0.01% of the 13F portfolio, value $1,050,879.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,166 sharesChange vs previous 13F -213 shares
<0.01% of the 13F portfolio, value $474,877.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,379 sharesChange vs previous 13F +218 shares
<0.01% of the 13F portfolio, value $422,291.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,161 sharesChange vs previous 13F +68 shares
<0.01% of the 13F portfolio, value $394,368.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,093 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $252,188.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).