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Disclosery

HB Wealth Management, LLC: TOTL position timeline

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

HB Wealth Management, LLC held 85,449 TOTL 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 85,449 shares
    Change vs previous 13F -11,021 shares

    0.02% of the 13F portfolio, value $3,372,675.

    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 96,470 shares
    Change vs previous 13F -11,543 shares

    0.02% of the 13F portfolio, value $3,832,769.

    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 108,013 shares
    Change vs previous 13F -12,857 shares

    0.03% of the 13F portfolio, value $4,347,543.

    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 120,870 shares
    Change vs previous 13F -30,791 shares

    0.03% of the 13F portfolio, value $4,903,698.

    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 151,661 shares
    Change vs previous 13F -202,485 shares

    0.05% of the 13F portfolio, value $6,082,938.

    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 354,146 shares
    Change vs previous 13F -48,272 shares

    0.12% of the 13F portfolio, value $14,268,570.

    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 402,418 shares
    Change vs previous 13F +303,363 shares

    0.16% of the 13F portfolio, value $15,851,456.

    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 99,055 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,100,905.

    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).