HB Wealth Management, LLC: WAB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on WAB, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 8,106 WAB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 8,106 sharesChange vs previous 13F -162 shares
0.01% of the 13F portfolio, value $2,185,530.
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 8,268 sharesChange vs previous 13F +739 shares
0.01% of the 13F portfolio, value $2,066,368.
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 7,529 sharesChange vs previous 13F +1,253 shares
0.01% of the 13F portfolio, value $1,607,137.
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 6,276 sharesChange vs previous 13F +603 shares
0.01% of the 13F portfolio, value $1,258,194.
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 5,673 sharesChange vs previous 13F -263 shares
0.01% of the 13F portfolio, value $1,187,670.
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 5,936 sharesChange vs previous 13F +3,255 shares
0.01% of the 13F portfolio, value $1,076,494.
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 2,681 sharesChange vs previous 13F +468 shares
0.01% of the 13F portfolio, value $508,348.
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 2,213 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $402,257.
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).