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Disclosery

HB Wealth Management, LLC: ZBH position timeline

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

HB Wealth Management, LLC held 18,538 ZBH 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 18,538 shares
    Change vs previous 13F +1,249 shares

    0.01% of the 13F portfolio, value $1,596,009.

    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 17,289 shares
    Change vs previous 13F +721 shares

    0.01% of the 13F portfolio, value $1,563,290.

    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 16,568 shares
    Change vs previous 13F -1,140 shares

    0.01% of the 13F portfolio, value $1,489,847.

    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 17,708 shares
    Change vs previous 13F +1,537 shares

    0.01% of the 13F portfolio, value $1,744,244.

    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 16,171 shares
    Change vs previous 13F -2,857 shares

    0.01% of the 13F portfolio, value $1,475,003.

    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 19,028 shares
    Change vs previous 13F +14,726 shares

    0.02% of the 13F portfolio, value $2,153,610.

    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 4,302 shares
    Change vs previous 13F +241 shares

    <0.01% of the 13F portfolio, value $454,521.

    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 4,061 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $438,465.

    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).