Skip to content
Disclosery

HB Wealth Management, LLC: TROW position timeline

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

HB Wealth Management, LLC held 870,719 TROW 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 870,719 shares
    Change vs previous 13F -109,307 shares

    0.56% of the 13F portfolio, value $98,992,145.

    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 980,026 shares
    Change vs previous 13F -122,864 shares

    0.57% of the 13F portfolio, value $88,339,564.

    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 1,102,890 shares
    Change vs previous 13F -54,191 shares

    0.73% of the 13F portfolio, value $112,913,935.

    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 1,157,081 shares
    Change vs previous 13F +275,458 shares

    0.81% of the 13F portfolio, value $118,762,832.

    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 881,623 shares
    Change vs previous 13F -165,362 shares

    0.68% of the 13F portfolio, value $85,076,634.

    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 1,046,985 shares
    Change vs previous 13F +1,044,294 shares

    0.81% of the 13F portfolio, value $96,186,592.

    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 2,691 shares
    Change vs previous 13F +296 shares

    <0.01% of the 13F portfolio, value $304,432.

    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 2,395 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $260,899.

    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).