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Disclosery

HB Wealth Management, LLC: USFD position timeline

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

HB Wealth Management, LLC held 11,462 USFD 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 11,462 shares
    Change vs previous 13F +1,700 shares

    0.01% of the 13F portfolio, value $1,171,990.

    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 9,762 shares
    Change vs previous 13F +940 shares

    0.01% of the 13F portfolio, value $900,154.

    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 8,822 shares
    Change vs previous 13F +317 shares

    <0.01% of the 13F portfolio, value $664,473.

    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 8,505 shares
    Change vs previous 13F +271 shares

    <0.01% of the 13F portfolio, value $651,653.

    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 8,234 shares
    Change vs previous 13F -1,945 shares

    0.01% of the 13F portfolio, value $634,100.

    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 10,179 shares
    Change vs previous 13F +268 shares

    0.01% of the 13F portfolio, value $666,317.

    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 9,911 shares
    Change vs previous 13F +2,916 shares

    0.01% of the 13F portfolio, value $668,597.

    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 6,995 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $430,193.

    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).