HB Wealth Management, LLC: TT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on TT, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 10,976 TT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 10,976 sharesChange vs previous 13F +1,151 shares
0.03% of the 13F portfolio, value $5,391,201.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,825 sharesChange vs previous 13F +530 shares
0.03% of the 13F portfolio, value $4,094,703.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,295 sharesChange vs previous 13F +145 shares
0.02% of the 13F portfolio, value $3,617,858.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,150 sharesChange vs previous 13F +1,094 shares
0.03% of the 13F portfolio, value $3,861,275.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,056 sharesChange vs previous 13F +1,013 shares
0.03% of the 13F portfolio, value $3,524,065.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,043 sharesChange vs previous 13F +1,354 shares
0.02% of the 13F portfolio, value $2,373,083.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,689 sharesChange vs previous 13F +711 shares
0.02% of the 13F portfolio, value $2,101,482.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,978 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,935,131.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).