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Disclosery

HB Wealth Management, LLC: XLI position timeline

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

HB Wealth Management, LLC held 24,111 XLI 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 24,111 shares
    Change vs previous 13F -314 shares

    0.03% of the 13F portfolio, value $4,466,211.

    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 24,425 shares
    Change vs previous 13F +1,219 shares

    0.03% of the 13F portfolio, value $3,950,376.

    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 23,206 shares
    Change vs previous 13F -90 shares

    0.02% of the 13F portfolio, value $3,599,851.

    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 23,296 shares
    Change vs previous 13F +3,346 shares

    0.02% of the 13F portfolio, value $3,593,071.

    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 19,950 shares
    Change vs previous 13F -2,818 shares

    0.02% of the 13F portfolio, value $2,943,036.

    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 22,768 shares
    Change vs previous 13F +5,355 shares

    0.03% of the 13F portfolio, value $2,984,214.

    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 17,413 shares
    Change vs previous 13F -420 shares

    0.02% of the 13F portfolio, value $2,294,454.

    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 17,833 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,415,369.

    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).