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Disclosery

HB Wealth Management, LLC: YUM position timeline

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

HB Wealth Management, LLC held 14,530 YUM 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 14,530 shares
    Change vs previous 13F -321 shares

    0.01% of the 13F portfolio, value $2,322,836.

    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 14,851 shares
    Change vs previous 13F +389 shares

    0.01% of the 13F portfolio, value $2,309,079.

    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 14,462 shares
    Change vs previous 13F +630 shares

    0.01% of the 13F portfolio, value $2,187,834.

    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 13,832 shares
    Change vs previous 13F +975 shares

    0.01% of the 13F portfolio, value $2,102,583.

    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 12,857 shares
    Change vs previous 13F -375 shares

    0.02% of the 13F portfolio, value $1,905,235.

    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 13,232 shares
    Change vs previous 13F +1,901 shares

    0.02% of the 13F portfolio, value $2,082,222.

    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 11,331 shares
    Change vs previous 13F +460 shares

    0.02% of the 13F portfolio, value $1,520,221.

    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 10,871 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,518,822.

    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).