HB Wealth Management, LLC: WCN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on WCN, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 29,175 WCN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 29,175 sharesChange vs previous 13F +3,544 shares
0.03% of the 13F portfolio, value $4,863,164.
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 25,631 sharesChange vs previous 13F -3,144 shares
0.03% of the 13F portfolio, value $4,163,400.
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 28,775 sharesChange vs previous 13F -51 shares
0.03% of the 13F portfolio, value $5,046,042.
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 28,826 sharesChange vs previous 13F +1,251 shares
0.03% of the 13F portfolio, value $5,067,635.
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 27,575 sharesChange vs previous 13F +17 shares
0.04% of the 13F portfolio, value $5,148,707.
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 27,558 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $5,378,961.
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).