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HB Wealth Management, LLC: TSLX position timeline

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

HB Wealth Management, LLC held 13,421 TSLX 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 13,421 shares
    Change vs previous 13F -21,095 shares

    <0.01% of the 13F portfolio, value $230,455.

    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 34,516 shares
    Change vs previous 13F -41,235 shares

    <0.01% of the 13F portfolio, value $634,420.

    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 75,751 shares
    Change vs previous 13F -1,625 shares

    0.01% of the 13F portfolio, value $1,645,314.

    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 77,376 shares
    Change vs previous 13F +1,170 shares

    0.01% of the 13F portfolio, value $1,768,835.

    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 76,206 shares
    Change vs previous 13F -3,396 shares

    0.01% of the 13F portfolio, value $1,814,480.

    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 79,602 shares
    Change vs previous 13F +439 shares

    0.01% of the 13F portfolio, value $1,781,495.

    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 79,163 shares
    Change vs previous 13F +6,104 shares

    0.02% of the 13F portfolio, value $1,686,184.

    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 73,059 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,499,919.

    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).