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Disclosery

HB Wealth Management, LLC: XLU position timeline

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

HB Wealth Management, LLC held 39,810 XLU 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 39,810 shares
    Change vs previous 13F +10,165 shares

    0.01% of the 13F portfolio, value $1,804,999.

    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 29,645 shares
    Change vs previous 13F +959 shares

    0.01% of the 13F portfolio, value $1,360,419.

    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 28,686 shares
    Change vs previous 13F +14,004 shares

    0.01% of the 13F portfolio, value $1,224,645.

    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 14,682 shares
    Change vs previous 13F +4,467 shares

    0.01% of the 13F portfolio, value $1,280,444.

    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 10,215 shares
    Change vs previous 13F -2,255 shares

    0.01% of the 13F portfolio, value $834,237.

    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 12,470 shares
    Change vs previous 13F +6,578 shares

    0.01% of the 13F portfolio, value $983,331.

    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 5,892 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $446,003.

    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 5,876 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $474,700.

    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).