Skip to content
Disclosery

HB Wealth Management, LLC: TRU position timeline

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

HB Wealth Management, LLC held 7,089 TRU 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 7,089 shares
    Change vs previous 13F -414 shares

    <0.01% of the 13F portfolio, value $511,415.

    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 7,503 shares
    Change vs previous 13F +929 shares

    <0.01% of the 13F portfolio, value $519,146.

    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 6,574 shares
    Change vs previous 13F +460 shares

    <0.01% of the 13F portfolio, value $563,801.

    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 6,114 shares
    Change vs previous 13F +874 shares

    <0.01% of the 13F portfolio, value $512,300.

    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 5,240 shares
    Change vs previous 13F -792 shares

    <0.01% of the 13F portfolio, value $461,120.

    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 6,032 shares
    Change vs previous 13F +794 shares

    <0.01% of the 13F portfolio, value $500,596.

    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 5,238 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $485,615.

    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 5,258 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $550,513.

    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).