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Disclosery

HB Wealth Management, LLC: TDG position timeline

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

HB Wealth Management, LLC held 4,956 TDG 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 4,956 shares
    Change vs previous 13F -543 shares

    0.04% of the 13F portfolio, value $6,602,492.

    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 5,499 shares
    Change vs previous 13F -242 shares

    0.04% of the 13F portfolio, value $6,373,987.

    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 5,741 shares
    Change vs previous 13F +44 shares

    0.05% of the 13F portfolio, value $7,635,662.

    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 5,697 shares
    Change vs previous 13F -9 shares

    0.05% of the 13F portfolio, value $7,509,745.

    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 5,706 shares
    Change vs previous 13F +103 shares

    0.07% of the 13F portfolio, value $8,677,050.

    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 5,603 shares
    Change vs previous 13F +4,872 shares

    0.07% of the 13F portfolio, value $7,751,304.

    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 731 shares
    Change vs previous 13F +54 shares

    0.01% of the 13F portfolio, value $927,051.

    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 677 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $966,592.

    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).