Skip to content
Disclosery

HB Wealth Management, LLC: TOST position timeline

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

HB Wealth Management, LLC held 12,748 TOST 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 12,748 shares
    Change vs previous 13F +315 shares

    <0.01% of the 13F portfolio, value $354,649.

    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 12,433 shares
    Change vs previous 13F +1,467 shares

    <0.01% of the 13F portfolio, value $329,599.

    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 10,966 shares
    Change vs previous 13F +2,874 shares

    <0.01% of the 13F portfolio, value $389,403.

    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 8,092 shares
    Change vs previous 13F +3,106 shares

    <0.01% of the 13F portfolio, value $295,439.

    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 4,986 shares
    Change vs previous 13F -5,766 shares

    <0.01% of the 13F portfolio, value $220,830.

    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 10,752 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $356,644.

    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).