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Disclosery

HB Wealth Management, LLC: WMT position timeline

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

HB Wealth Management, LLC held 427,579 WMT 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 427,579 shares
    Change vs previous 13F -10,154 shares

    0.27% of the 13F portfolio, value $48,427,664.

    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 437,733 shares
    Change vs previous 13F +10,830 shares

    0.35% of the 13F portfolio, value $54,401,546.

    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 426,903 shares
    Change vs previous 13F +9,310 shares

    0.31% of the 13F portfolio, value $47,561,275.

    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 417,593 shares
    Change vs previous 13F +33,889 shares

    0.29% of the 13F portfolio, value $43,037,199.

    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 383,704 shares
    Change vs previous 13F -3,556 shares

    0.3% of the 13F portfolio, value $37,518,626.

    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 387,260 shares
    Change vs previous 13F +37,623 shares

    0.29% of the 13F portfolio, value $33,997,572.

    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 349,637 shares
    Change vs previous 13F +4,592 shares

    0.32% of the 13F portfolio, value $31,590,883.

    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 345,045 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $27,862,406.

    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).