Skip to content
Disclosery

HB Wealth Management, LLC: WMS position timeline

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

HB Wealth Management, LLC held 1,605 WMS 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 1,605 shares
    Change vs previous 13F -269 shares

    <0.01% of the 13F portfolio, value $251,940.

    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 1,874 shares
    Change vs previous 13F +409 shares

    <0.01% of the 13F portfolio, value $256,994.

    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 1,465 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $212,186.

    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).