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Disclosery

HB Wealth Management, LLC: XYZ position timeline

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

HB Wealth Management, LLC held 18,238 XYZ 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 18,238 shares
    Change vs previous 13F +2,253 shares

    0.01% of the 13F portfolio, value $1,386,119.

    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 15,985 shares
    Change vs previous 13F -1,102 shares

    0.01% of the 13F portfolio, value $962,001.

    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 17,087 shares
    Change vs previous 13F -188 shares

    0.01% of the 13F portfolio, value $1,112,219.

    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 17,275 shares
    Change vs previous 13F +5,466 shares

    0.01% of the 13F portfolio, value $1,248,464.

    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 11,809 shares
    Change vs previous 13F -3,276 shares

    0.01% of the 13F portfolio, value $802,185.

    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 15,085 shares
    Change vs previous 13F +528 shares

    0.01% of the 13F portfolio, value $819,568.

    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 14,557 shares
    Change vs previous 13F -714 shares

    0.01% of the 13F portfolio, value $1,237,207.

    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 15,271 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,025,142.

    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).