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Disclosery

HB Wealth Management, LLC: XLK position timeline

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

HB Wealth Management, LLC held 67,347 XLK 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 67,347 shares
    Change vs previous 13F +1,252 shares

    0.07% of the 13F portfolio, value $12,830,967.

    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 66,095 shares
    Change vs previous 13F -477 shares

    0.06% of the 13F portfolio, value $8,784,056.

    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 66,572 shares
    Change vs previous 13F +33,488 shares

    0.06% of the 13F portfolio, value $9,584,476.

    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 33,084 shares
    Change vs previous 13F +11,250 shares

    0.06% of the 13F portfolio, value $9,325,259.

    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 21,834 shares
    Change vs previous 13F -4,773 shares

    0.04% of the 13F portfolio, value $5,529,224.

    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 26,607 shares
    Change vs previous 13F -5,255 shares

    0.05% of the 13F portfolio, value $5,494,016.

    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 31,862 shares
    Change vs previous 13F -201 shares

    0.08% of the 13F portfolio, value $7,408,634.

    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 32,063 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,238,742.

    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).