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Disclosery

HB Wealth Management, LLC: XLF position timeline

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

HB Wealth Management, LLC held 111,366 XLF 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 111,366 shares
    Change vs previous 13F -4,167 shares

    0.03% of the 13F portfolio, value $5,970,340.

    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 115,533 shares
    Change vs previous 13F -2,701 shares

    0.04% of the 13F portfolio, value $5,703,887.

    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 118,234 shares
    Change vs previous 13F +880 shares

    0.04% of the 13F portfolio, value $6,475,678.

    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 117,354 shares
    Change vs previous 13F +36,899 shares

    0.04% of the 13F portfolio, value $6,321,872.

    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 80,455 shares
    Change vs previous 13F -16,765 shares

    0.03% of the 13F portfolio, value $4,213,457.

    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 97,220 shares
    Change vs previous 13F +16,011 shares

    0.04% of the 13F portfolio, value $4,842,574.

    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 81,209 shares
    Change vs previous 13F -650 shares

    0.04% of the 13F portfolio, value $3,924,425.

    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 81,859 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,709,869.

    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).