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Disclosery

HBC Financial Services, PLLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBC Financial Services, PLLC on IWB, newest first. How the timeline and the estimate are built.

HBC Financial Services, PLLC held 152,745 IWB shares at 2024-12-31 per its 13F-HR filed 2025-01-16.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 152,745 shares
    Change vs previous 13F -5,126 shares

    30.15% of the 13F portfolio, value $49,208,000.

    13F-HR 0001802872-25-000001 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 157,871 shares
    Change vs previous 13F -1,506 shares

    30.51% of the 13F portfolio, value $50,228,000.

    13F-HR 0001802872-24-000005 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 159,377 shares
    Change vs previous 13F -2,304 shares

    30.3% of the 13F portfolio, value $47,620,000.

    13F-HR 0001802872-24-000003 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 161,681 shares
    Change vs previous 13F -3,121 shares

    30.18% of the 13F portfolio, value $44,491,000.

    13F-HR 0001802872-24-000002 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 164,802 shares
    Change vs previous 13F -6,565 shares

    29.31% of the 13F portfolio, value $43,221,000.

    13F-HR 0001802872-24-000001 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 171,367 shares
    Change vs previous 13F +17 shares

    30.2% of the 13F portfolio, value $40,255,000.

    13F-HR 0001802872-23-000004 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 171,350 shares
    Change vs previous 13F -831 shares

    30.45% of the 13F portfolio, value $42,880,000.

    13F-HR 0001802872-23-000003 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 172,181 shares
    Change vs previous 13F not available

    29.34% of the 13F portfolio, value $39,128,000.

    13F-HR 0001802872-23-000002 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).