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Disclosery

HB Wealth Management, LLC: XLP position timeline

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

HB Wealth Management, LLC held 20,369 XLP 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 20,369 shares
    Change vs previous 13F -1,022 shares

    0.01% of the 13F portfolio, value $1,692,119.

    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 21,391 shares
    Change vs previous 13F +4,826 shares

    0.01% of the 13F portfolio, value $1,753,680.

    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 16,565 shares
    Change vs previous 13F +277 shares

    0.01% of the 13F portfolio, value $1,286,831.

    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 16,288 shares
    Change vs previous 13F +4,075 shares

    0.01% of the 13F portfolio, value $1,276,518.

    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 12,213 shares
    Change vs previous 13F -4,673 shares

    0.01% of the 13F portfolio, value $988,909.

    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 16,886 shares
    Change vs previous 13F +3,332 shares

    0.01% of the 13F portfolio, value $1,379,082.

    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 13,554 shares
    Change vs previous 13F +474 shares

    0.01% of the 13F portfolio, value $1,065,480.

    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 13,080 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,085,640.

    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).