Skip to content
Disclosery

HB Wealth Management, LLC: UL position timeline

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

HB Wealth Management, LLC held 40,771 UL 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 40,771 shares
    Change vs previous 13F -8,546 shares

    0.01% of the 13F portfolio, value $2,451,205.

    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 49,317 shares
    Change vs previous 13F -3,135 shares

    0.02% of the 13F portfolio, value $2,809,589.

    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 52,452 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,430,404.

    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).