Skip to content
Disclosery

HB Wealth Management, LLC: XLC position timeline

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

HB Wealth Management, LLC held 22,913 XLC 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 22,913 shares
    Change vs previous 13F +488 shares

    0.01% of the 13F portfolio, value $2,454,711.

    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 22,425 shares
    Change vs previous 13F -131 shares

    0.02% of the 13F portfolio, value $2,486,036.

    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 22,556 shares
    Change vs previous 13F +139 shares

    0.02% of the 13F portfolio, value $2,655,292.

    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 22,417 shares
    Change vs previous 13F +14,258 shares

    0.02% of the 13F portfolio, value $2,653,500.

    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 8,159 shares
    Change vs previous 13F -1,717 shares

    0.01% of the 13F portfolio, value $885,496.

    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 9,876 shares
    Change vs previous 13F +1,470 shares

    0.01% of the 13F portfolio, value $952,540.

    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 8,406 shares
    Change vs previous 13F -60 shares

    0.01% of the 13F portfolio, value $814,063.

    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 8,466 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $765,326.

    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).