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Disclosery

HB Wealth Management, LLC: TMDX position timeline

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

HB Wealth Management, LLC held 15,062 TMDX 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 15,062 shares
    Change vs previous 13F +219 shares

    0.01% of the 13F portfolio, value $1,000,418.

    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 14,843 shares
    Change vs previous 13F +107 shares

    0.01% of the 13F portfolio, value $1,475,543.

    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 14,736 shares
    Change vs previous 13F +258 shares

    0.01% of the 13F portfolio, value $1,792,634.

    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 14,478 shares
    Change vs previous 13F +2,422 shares

    0.01% of the 13F portfolio, value $1,624,432.

    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 12,056 shares
    Change vs previous 13F +1,429 shares

    0.01% of the 13F portfolio, value $1,615,625.

    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 10,627 shares
    Change vs previous 13F +2,478 shares

    0.01% of the 13F portfolio, value $714,985.

    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 8,149 shares
    Change vs previous 13F +2,689 shares

    0.01% of the 13F portfolio, value $508,090.

    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 5,460 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $857,220.

    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).