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Disclosery

HB Wealth Management, LLC: SYF position timeline

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

HB Wealth Management, LLC held 18,879 SYF 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 18,879 shares
    Change vs previous 13F -478 shares

    0.01% of the 13F portfolio, value $1,435,755.

    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 19,357 shares
    Change vs previous 13F +4,068 shares

    0.01% of the 13F portfolio, value $1,316,667.

    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 15,289 shares
    Change vs previous 13F +1,625 shares

    0.01% of the 13F portfolio, value $1,275,564.

    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 13,664 shares
    Change vs previous 13F +1,881 shares

    0.01% of the 13F portfolio, value $970,827.

    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 11,783 shares
    Change vs previous 13F +3,829 shares

    0.01% of the 13F portfolio, value $786,397.

    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 7,954 shares
    Change vs previous 13F +1,617 shares

    <0.01% of the 13F portfolio, value $421,085.

    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 6,337 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $411,905.

    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 6,324 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $315,441.

    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).