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HB Wealth Management, LLC: STX position timeline

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

HB Wealth Management, LLC held 7,842 STX 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 7,842 shares
    Change vs previous 13F +830 shares

    0.04% of the 13F portfolio, value $7,567,744.

    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 7,012 shares
    Change vs previous 13F +1,674 shares

    0.02% of the 13F portfolio, value $2,747,087.

    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 5,338 shares
    Change vs previous 13F +686 shares

    0.01% of the 13F portfolio, value $1,470,122.

    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 4,652 shares
    Change vs previous 13F +534 shares

    0.01% of the 13F portfolio, value $1,098,229.

    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 4,118 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $594,375.

    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 4,119 shares
    Change vs previous 13F +617 shares

    <0.01% of the 13F portfolio, value $349,937.

    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 3,502 shares
    Change vs previous 13F -165 shares

    <0.01% of the 13F portfolio, value $302,282.

    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 3,667 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $401,678.

    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).