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Disclosery

HB Wealth Management, LLC: UCB position timeline

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

HB Wealth Management, LLC held 20,601 UCB 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 20,601 shares
    Change vs previous 13F +1,061 shares

    <0.01% of the 13F portfolio, value $722,889.

    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 19,540 shares
    Change vs previous 13F +779 shares

    <0.01% of the 13F portfolio, value $615,315.

    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 18,761 shares
    Change vs previous 13F +708 shares

    <0.01% of the 13F portfolio, value $585,718.

    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 18,053 shares
    Change vs previous 13F +1,082 shares

    <0.01% of the 13F portfolio, value $565,979.

    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 16,971 shares
    Change vs previous 13F -1,059 shares

    <0.01% of the 13F portfolio, value $505,566.

    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 18,030 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $507,196.

    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 18,037 shares
    Change vs previous 13F +1,977 shares

    0.01% of the 13F portfolio, value $582,793.

    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 16,060 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $467,032.

    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).