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Disclosery

HB Wealth Management, LLC: TPR position timeline

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

HB Wealth Management, LLC held 12,775 TPR 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 12,775 shares
    Change vs previous 13F -18 shares

    0.01% of the 13F portfolio, value $1,870,142.

    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 12,793 shares
    Change vs previous 13F +948 shares

    0.01% of the 13F portfolio, value $1,805,330.

    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 11,845 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $1,513,514.

    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 11,807 shares
    Change vs previous 13F +4,425 shares

    0.01% of the 13F portfolio, value $1,336,837.

    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 7,382 shares
    Change vs previous 13F -2,317 shares

    0.01% of the 13F portfolio, value $648,237.

    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 9,699 shares
    Change vs previous 13F +2,584 shares

    0.01% of the 13F portfolio, value $682,913.

    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 7,115 shares
    Change vs previous 13F -625 shares

    <0.01% of the 13F portfolio, value $464,886.

    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 7,740 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $363,661.

    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).