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Disclosery

HB Wealth Management, LLC: WMB position timeline

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

HB Wealth Management, LLC held 81,436 WMB 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 81,436 shares
    Change vs previous 13F +4,212 shares

    0.03% of the 13F portfolio, value $6,054,020.

    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 77,224 shares
    Change vs previous 13F +2,969 shares

    0.04% of the 13F portfolio, value $5,620,366.

    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 74,255 shares
    Change vs previous 13F +2,687 shares

    0.03% of the 13F portfolio, value $4,463,504.

    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 71,568 shares
    Change vs previous 13F +8,026 shares

    0.03% of the 13F portfolio, value $4,533,884.

    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 63,542 shares
    Change vs previous 13F -2,859 shares

    0.03% of the 13F portfolio, value $3,991,108.

    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 66,401 shares
    Change vs previous 13F +22,356 shares

    0.03% of the 13F portfolio, value $3,968,158.

    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 44,045 shares
    Change vs previous 13F +6,804 shares

    0.02% of the 13F portfolio, value $2,383,956.

    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 37,241 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,700,062.

    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).