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Disclosery

HB Wealth Management, LLC: UBS position timeline

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

HB Wealth Management, LLC held 19,096 UBS 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 19,096 shares
    Change vs previous 13F +2,466 shares

    0.01% of the 13F portfolio, value $946,398.

    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 16,630 shares
    Change vs previous 13F +1,953 shares

    <0.01% of the 13F portfolio, value $649,734.

    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 14,677 shares
    Change vs previous 13F +1,957 shares

    <0.01% of the 13F portfolio, value $679,692.

    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 12,720 shares
    Change vs previous 13F +3,273 shares

    <0.01% of the 13F portfolio, value $521,520.

    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 9,447 shares
    Change vs previous 13F -3,694 shares

    <0.01% of the 13F portfolio, value $319,498.

    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 13,141 shares
    Change vs previous 13F -89 shares

    <0.01% of the 13F portfolio, value $402,509.

    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 13,230 shares
    Change vs previous 13F +6,577 shares

    <0.01% of the 13F portfolio, value $401,134.

    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 6,653 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,644.

    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).