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Disclosery

HB Wealth Management, LLC: XYL position timeline

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

HB Wealth Management, LLC held 11,022 XYL 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 11,022 shares
    Change vs previous 13F +2,851 shares

    0.01% of the 13F portfolio, value $1,302,938.

    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 8,171 shares
    Change vs previous 13F +1,031 shares

    0.01% of the 13F portfolio, value $976,456.

    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 7,140 shares
    Change vs previous 13F +232 shares

    0.01% of the 13F portfolio, value $972,335.

    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 6,908 shares
    Change vs previous 13F +1,362 shares

    0.01% of the 13F portfolio, value $1,018,936.

    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 5,546 shares
    Change vs previous 13F -2,026 shares

    0.01% of the 13F portfolio, value $717,554.

    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 7,572 shares
    Change vs previous 13F +2,653 shares

    0.01% of the 13F portfolio, value $904,552.

    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 4,919 shares
    Change vs previous 13F -580 shares

    0.01% of the 13F portfolio, value $570,717.

    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 5,499 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $742,530.

    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).