Skip to content
Disclosery

HB Wealth Management, LLC: WBS position timeline

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

HB Wealth Management, LLC held 8,092 WBS 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 8,092 shares
    Change vs previous 13F -1,475 shares

    <0.01% of the 13F portfolio, value $618,428.

    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 9,567 shares
    Change vs previous 13F +2,830 shares

    <0.01% of the 13F portfolio, value $664,180.

    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 6,737 shares
    Change vs previous 13F -1,690 shares

    <0.01% of the 13F portfolio, value $424,029.

    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 8,427 shares
    Change vs previous 13F +1,943 shares

    <0.01% of the 13F portfolio, value $500,943.

    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 6,484 shares
    Change vs previous 13F -1,985 shares

    <0.01% of the 13F portfolio, value $354,067.

    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 8,469 shares
    Change vs previous 13F +2,751 shares

    <0.01% of the 13F portfolio, value $436,591.

    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 5,718 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $315,776.

    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).