HB Wealth Management, LLC: WCC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on WCC, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 1,948 WCC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,948 sharesChange vs previous 13F +443 shares
<0.01% of the 13F portfolio, value $672,904.
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 1,505 sharesChange vs previous 13F +193 shares
<0.01% of the 13F portfolio, value $411,802.
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 1,312 sharesChange vs previous 13F +128 shares
<0.01% of the 13F portfolio, value $320,970.
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 1,184 sharesChange vs previous 13F -431 shares
<0.01% of the 13F portfolio, value $250,416.
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 1,615 sharesChange vs previous 13F -291 shares
<0.01% of the 13F portfolio, value $299,098.
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 1,906 sharesChange vs previous 13F +169 shares
<0.01% of the 13F portfolio, value $296,002.
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 1,737 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $314,328.
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).