Skip to content
Disclosery

HB Wealth Management, LLC: TRP position timeline

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

HB Wealth Management, LLC held 11,439 TRP 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 11,439 shares
    Change vs previous 13F -232 shares

    <0.01% of the 13F portfolio, value $757,628.

    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 11,671 shares
    Change vs previous 13F +272 shares

    <0.01% of the 13F portfolio, value $728,993.

    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 11,399 shares
    Change vs previous 13F +1,286 shares

    <0.01% of the 13F portfolio, value $628,246.

    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 10,113 shares
    Change vs previous 13F -569 shares

    <0.01% of the 13F portfolio, value $550,100.

    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 10,682 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $520,656.

    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 10,667 shares
    Change vs previous 13F +4,867 shares

    <0.01% of the 13F portfolio, value $503,713.

    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 5,800 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $270,143.

    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).