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Disclosery

HFG Wealth Management, LLC: IBD position timeline

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

HFG Wealth Management, LLC held 40,229 IBD 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 40,229 shares
    Change vs previous 13F -663 shares

    0.96% of the 13F portfolio, value $956,248.

    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 40,892 shares
    Change vs previous 13F -834 shares

    0.54% of the 13F portfolio, value $975,550.

    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 41,726 shares
    Change vs previous 13F -30,645 shares

    0.56% of the 13F portfolio, value $1,009,759.

    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 72,371 shares
    Change vs previous 13F +6,524 shares

    0.95% of the 13F portfolio, value $1,747,768.

    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 65,847 shares
    Change vs previous 13F +4,440 shares

    0.95% of the 13F portfolio, value $1,563,863.

    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 61,407 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,439,377.

    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).