Skip to content
Disclosery

HB Wealth Management, LLC: TFC position timeline

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

HB Wealth Management, LLC held 136,250 TFC 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 136,250 shares
    Change vs previous 13F +4,357 shares

    0.04% of the 13F portfolio, value $6,787,990.

    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 131,893 shares
    Change vs previous 13F +1,034 shares

    0.04% of the 13F portfolio, value $6,063,154.

    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 130,859 shares
    Change vs previous 13F -23,288 shares

    0.04% of the 13F portfolio, value $6,439,617.

    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 154,147 shares
    Change vs previous 13F +35,382 shares

    0.05% of the 13F portfolio, value $7,047,625.

    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 118,765 shares
    Change vs previous 13F -18,217 shares

    0.04% of the 13F portfolio, value $5,105,744.

    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 136,982 shares
    Change vs previous 13F +17,514 shares

    0.05% of the 13F portfolio, value $5,636,815.

    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 119,468 shares
    Change vs previous 13F +14,934 shares

    0.05% of the 13F portfolio, value $5,182,552.

    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 104,534 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,470,925.

    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).