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Disclosery

HB Wealth Management, LLC: WH position timeline

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

HB Wealth Management, LLC held 8,997 WH 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 8,997 shares
    Change vs previous 13F +2,375 shares

    <0.01% of the 13F portfolio, value $757,637.

    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 6,622 shares
    Change vs previous 13F +929 shares

    <0.01% of the 13F portfolio, value $537,905.

    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 5,693 shares
    Change vs previous 13F +2,192 shares

    <0.01% of the 13F portfolio, value $430,163.

    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 3,501 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $279,730.

    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 3,391 shares
    Change vs previous 13F -448 shares

    <0.01% of the 13F portfolio, value $275,383.

    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 3,839 shares
    Change vs previous 13F +672 shares

    <0.01% of the 13F portfolio, value $347,468.

    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 3,167 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $319,202.

    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).