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Disclosery

HBE Wealth Management, LLC: DFSV position timeline

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

HBE Wealth Management, LLC held 33,788 DFSV 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 33,788 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $1,310,637.

    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 33,788 shares
    Change vs previous 13F +691 shares

    1.03% of the 13F portfolio, value $1,183,932.

    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 33,097 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,088,560.

    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).