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Disclosery

HB Wealth Management, LLC: WY position timeline

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

HB Wealth Management, LLC held 35,815 WY 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 35,815 shares
    Change vs previous 13F +3,703 shares

    <0.01% of the 13F portfolio, value $857,414.

    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 32,112 shares
    Change vs previous 13F +6,505 shares

    0.01% of the 13F portfolio, value $784,497.

    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 25,607 shares
    Change vs previous 13F +1,928 shares

    <0.01% of the 13F portfolio, value $606,642.

    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 23,679 shares
    Change vs previous 13F +2,709 shares

    <0.01% of the 13F portfolio, value $587,010.

    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 20,970 shares
    Change vs previous 13F +663 shares

    <0.01% of the 13F portfolio, value $538,740.

    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 20,307 shares
    Change vs previous 13F +5,266 shares

    <0.01% of the 13F portfolio, value $594,607.

    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 15,041 shares
    Change vs previous 13F +357 shares

    <0.01% of the 13F portfolio, value $423,381.

    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 14,684 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $497,201.

    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).