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Disclosery

HB Wealth Management, LLC: YEXT position timeline

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

HB Wealth Management, LLC held 26,254 YEXT 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 26,254 shares
    Change vs previous 13F +945 shares

    <0.01% of the 13F portfolio, value $122,606.

    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 25,309 shares
    Change vs previous 13F -20,001 shares

    <0.01% of the 13F portfolio, value $97,187.

    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 45,310 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $365,199.

    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 45,314 shares
    Change vs previous 13F +170 shares

    <0.01% of the 13F portfolio, value $386,075.

    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 45,144 shares
    Change vs previous 13F +19,991 shares

    <0.01% of the 13F portfolio, value $383,724.

    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 25,153 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $154,942.

    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 25,070 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $155,695.

    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 25,070 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $173,484.

    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).