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
- period ended2026-06-3013F 7,842 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,012 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,338 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,652 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,118 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,119 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,502 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,667 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).