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Disclosery

HB Wealth Management, LLC: WBD position timeline

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

HB Wealth Management, LLC held 313,861 WBD 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 313,861 shares
    Change vs previous 13F +17,264 shares

    0.05% of the 13F portfolio, value $8,371,247.

    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 296,597 shares
    Change vs previous 13F +13,529 shares

    0.05% of the 13F portfolio, value $8,141,631.

    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 283,068 shares
    Change vs previous 13F +8,040 shares

    0.05% of the 13F portfolio, value $8,158,020.

    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 275,028 shares
    Change vs previous 13F +76,847 shares

    0.04% of the 13F portfolio, value $5,371,297.

    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 198,181 shares
    Change vs previous 13F -74,553 shares

    0.02% of the 13F portfolio, value $2,271,154.

    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 272,734 shares
    Change vs previous 13F +32,184 shares

    0.02% of the 13F portfolio, value $2,926,436.

    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 240,550 shares
    Change vs previous 13F +12,154 shares

    0.03% of the 13F portfolio, value $2,542,613.

    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 228,396 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,884,267.

    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).