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Disclosery

HB Wealth Management, LLC: WTW position timeline

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

HB Wealth Management, LLC held 3,245 WTW 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 3,245 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $848,146.

    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 3,243 shares
    Change vs previous 13F +74 shares

    0.01% of the 13F portfolio, value $942,742.

    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 3,169 shares
    Change vs previous 13F +117 shares

    0.01% of the 13F portfolio, value $1,041,334.

    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 3,052 shares
    Change vs previous 13F +105 shares

    0.01% of the 13F portfolio, value $1,054,314.

    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 2,947 shares
    Change vs previous 13F -318 shares

    0.01% of the 13F portfolio, value $903,256.

    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 3,265 shares
    Change vs previous 13F +222 shares

    0.01% of the 13F portfolio, value $1,103,408.

    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 3,043 shares
    Change vs previous 13F +130 shares

    0.01% of the 13F portfolio, value $953,189.

    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 2,913 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $857,966.

    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).