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Disclosery

HB Wealth Management, LLC: TRMK position timeline

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

HB Wealth Management, LLC held 67,330 TRMK 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 67,330 shares
    Change vs previous 13F +1,013 shares

    0.02% of the 13F portfolio, value $3,097,853.

    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 66,317 shares
    Change vs previous 13F -4,114 shares

    0.02% of the 13F portfolio, value $2,794,598.

    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 70,431 shares
    Change vs previous 13F +220 shares

    0.02% of the 13F portfolio, value $2,743,287.

    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 70,211 shares
    Change vs previous 13F +59,308 shares

    0.02% of the 13F portfolio, value $2,780,356.

    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 10,903 shares
    Change vs previous 13F -63,732 shares

    <0.01% of the 13F portfolio, value $397,523.

    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 74,635 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $2,574,168.

    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 74,634 shares
    Change vs previous 13F +528 shares

    0.03% of the 13F portfolio, value $2,639,811.

    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 74,106 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,358,059.

    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).