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HFG Wealth Management, LLC: FMB position timeline

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

HFG Wealth Management, LLC held 10,163 FMB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,163 shares
    Change vs previous 13F -30,909 shares

    0.52% of the 13F portfolio, value $522,021.

    13F-HR 0001214659-26-010014 filed by HFG 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 41,072 shares
    Change vs previous 13F +5,742 shares

    1.15% of the 13F portfolio, value $2,080,723.

    13F-HR 0001214659-26-004981 filed by HFG 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 35,330 shares
    Change vs previous 13F -9,907 shares

    1% of the 13F portfolio, value $1,806,580.

    13F-HR 0001214659-26-000528 filed by HFG 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/A 45,237 shares
    Change vs previous 13F -1,630 shares

    1.25% of the 13F portfolio, value $2,293,588.

    13F-HR/A 0001214659-25-016505 filed by HFG 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 46,867 shares
    Change vs previous 13F -1,170 shares

    1.44% of the 13F portfolio, value $2,363,146.

    13F-HR 0001214659-25-010176 filed by HFG 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 48,037 shares
    Change vs previous 13F +173 shares

    1.48% of the 13F portfolio, value $2,450,347.

    13F-HR 0001214659-25-005567 filed by HFG 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 47,864 shares
    Change vs previous 13F -3,972 shares

    1.61% of the 13F portfolio, value $2,487,038.

    13F-HR 0001214659-25-000469 filed by HFG 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 51,836 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $2,646,743.

    13F-HR 0001214659-24-017164 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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