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Disclosery

HB Wealth Management, LLC: Z position timeline

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

HB Wealth Management, LLC held 103,713 Z 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 103,713 shares
    Change vs previous 13F -99,087 shares

    0.02% of the 13F portfolio, value $3,269,034.

    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 202,800 shares
    Change vs previous 13F +1,726 shares

    0.05% of the 13F portfolio, value $8,391,864.

    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 201,074 shares
    Change vs previous 13F +155 shares

    0.09% of the 13F portfolio, value $13,717,268.

    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 200,919 shares
    Change vs previous 13F +139 shares

    0.11% of the 13F portfolio, value $15,480,809.

    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 200,780 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $14,064,639.

    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).