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Disclosery

HBE Wealth Management, LLC: DFEM position timeline

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

HBE Wealth Management, LLC held 203,626 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,626 shares
    Change vs previous 13F +45,118 shares

    5.94% of the 13F portfolio, value $8,275,366.

    13F-HR 0002104442-26-000003 filed by HBE 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 158,508 shares
    Change vs previous 13F +11,927 shares

    4.77% of the 13F portfolio, value $5,476,444.

    13F-HR 0002104442-26-000002 filed by HBE 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 146,581 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $4,848,885.

    13F-HR 0002104442-26-000001 filed by HBE Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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