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Disclosery

HB Wealth Management, LLC: T position timeline

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

HB Wealth Management, LLC held 1,132,000 T 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 1,132,000 shares
    Change vs previous 13F +11,780 shares

    0.13% of the 13F portfolio, value $23,432,411.

    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 1,120,220 shares
    Change vs previous 13F +37,614 shares

    0.21% of the 13F portfolio, value $32,475,204.

    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 1,082,606 shares
    Change vs previous 13F -3,126 shares

    0.17% of the 13F portfolio, value $26,891,943.

    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 1,085,732 shares
    Change vs previous 13F +104,559 shares

    0.21% of the 13F portfolio, value $30,661,082.

    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 981,173 shares
    Change vs previous 13F -69,573 shares

    0.23% of the 13F portfolio, value $28,395,174.

    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 1,050,746 shares
    Change vs previous 13F +87,590 shares

    0.25% of the 13F portfolio, value $29,715,100.

    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 963,156 shares
    Change vs previous 13F +20,768 shares

    0.22% of the 13F portfolio, value $21,930,998.

    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 942,388 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $20,732,554.

    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).