Skip to content
Disclosery

HB Wealth Management, LLC: TDY position timeline

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

HB Wealth Management, LLC held 1,042 TDY 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 1,042 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $695,567.

    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 1,070 shares
    Change vs previous 13F +175 shares

    <0.01% of the 13F portfolio, value $647,782.

    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 895 shares
    Change vs previous 13F +78 shares

    <0.01% of the 13F portfolio, value $457,349.

    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 817 shares
    Change vs previous 13F +72 shares

    <0.01% of the 13F portfolio, value $479,076.

    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 745 shares
    Change vs previous 13F +149 shares

    <0.01% of the 13F portfolio, value $381,772.

    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 596 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $296,964.

    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).