HB Wealth Management, LLC: TEAM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on TEAM, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 12,615 TEAM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 12,615 sharesChange vs previous 13F +6,554 shares
0.01% of the 13F portfolio, value $981,321.
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 6,061 sharesChange vs previous 13F +558 shares
<0.01% of the 13F portfolio, value $413,663.
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 5,503 sharesChange vs previous 13F +3,084 shares
0.01% of the 13F portfolio, value $892,256.
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 2,419 sharesChange vs previous 13F -7,928 shares
<0.01% of the 13F portfolio, value $386,314.
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 10,347 sharesChange vs previous 13F +2,497 shares
0.02% of the 13F portfolio, value $2,101,372.
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 7,850 sharesChange vs previous 13F +6,348 shares
0.01% of the 13F portfolio, value $1,665,849.
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 1,502 sharesChange vs previous 13F +228 shares
<0.01% of the 13F portfolio, value $365,560.
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 1,274 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $202,324.
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).