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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

  1. period ended2026-06-30
    13F 29,175 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,631 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,775 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,826 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,575 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,558 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).