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Disclosery

HB Wealth Management, LLC: WFC position timeline

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

HB Wealth Management, LLC held 154,805 WFC 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 154,805 shares
    Change vs previous 13F +10,461 shares

    0.07% of the 13F portfolio, value $12,793,119.

    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 144,344 shares
    Change vs previous 13F +3,053 shares

    0.07% of the 13F portfolio, value $11,491,296.

    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 141,291 shares
    Change vs previous 13F +5,042 shares

    0.09% of the 13F portfolio, value $13,168,377.

    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 136,249 shares
    Change vs previous 13F +6,499 shares

    0.08% of the 13F portfolio, value $11,420,459.

    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 129,750 shares
    Change vs previous 13F +15,637 shares

    0.08% of the 13F portfolio, value $10,395,639.

    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 114,113 shares
    Change vs previous 13F +30,404 shares

    0.07% of the 13F portfolio, value $8,192,199.

    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 83,709 shares
    Change vs previous 13F +10,711 shares

    0.06% of the 13F portfolio, value $5,880,140.

    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 72,998 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,123,695.

    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).