HB Wealth Management, LLC: THG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on THG, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 4,380 THG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 4,380 sharesChange vs previous 13F +1,280 shares
0.01% of the 13F portfolio, value $937,904.
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 3,100 sharesChange vs previous 13F +376 shares
<0.01% of the 13F portfolio, value $537,417.
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 2,724 sharesChange vs previous 13F +1,217 shares
<0.01% of the 13F portfolio, value $497,890.
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 1,507 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $273,724.
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).