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Disclosery

HB Wealth Management, LLC: WM position timeline

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

HB Wealth Management, LLC held 45,758 WM 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 45,758 shares
    Change vs previous 13F +344 shares

    0.06% of the 13F portfolio, value $10,198,677.

    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 45,414 shares
    Change vs previous 13F -292 shares

    0.07% of the 13F portfolio, value $10,435,831.

    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 45,706 shares
    Change vs previous 13F -3,315 shares

    0.07% of the 13F portfolio, value $10,042,267.

    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 49,021 shares
    Change vs previous 13F +2,288 shares

    0.07% of the 13F portfolio, value $10,825,310.

    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 46,733 shares
    Change vs previous 13F -4 shares

    0.09% of the 13F portfolio, value $10,693,654.

    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 46,737 shares
    Change vs previous 13F +1,069 shares

    0.09% of the 13F portfolio, value $10,820,290.

    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 45,668 shares
    Change vs previous 13F +2,752 shares

    0.09% of the 13F portfolio, value $9,215,444.

    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 42,916 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,909,421.

    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).