Skip to content
Disclosery

Sanchez Wealth Management Group: HTRB position timeline

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

Sanchez Wealth Management Group held 259,710 HTRB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 259,710 shares
    Change vs previous 13F +13,923 shares

    1.54% of the 13F portfolio, value $8,761,300.

    13F-HR 0001420506-26-001300 filed by Sanchez Wealth Management Group
    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 245,787 shares
    Change vs previous 13F +6,414 shares

    1.79% of the 13F portfolio, value $8,292,867.

    13F-HR 0001420506-26-000768 filed by Sanchez Wealth Management Group
    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 239,373 shares
    Change vs previous 13F -45,759 shares

    1.75% of the 13F portfolio, value $8,174,598.

    13F-HR 0001420506-26-000149 filed by Sanchez Wealth Management Group
    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 285,132 shares
    Change vs previous 13F -96 shares

    2.17% of the 13F portfolio, value $9,777,161.

    13F-HR 0001420506-25-003033 filed by Sanchez Wealth Management Group
    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 285,228 shares
    Change vs previous 13F +9,860 shares

    2.33% of the 13F portfolio, value $9,660,667.

    13F-HR 0001420506-25-001756 filed by Sanchez Wealth Management Group
    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 275,368 shares
    Change vs previous 13F +3,203 shares

    2.53% of the 13F portfolio, value $9,323,962.

    13F-HR 0001420506-25-000777 filed by Sanchez Wealth Management Group
    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 272,165 shares
    Change vs previous 13F +5,171 shares

    2.48% of the 13F portfolio, value $9,071,263.

    13F-HR 0001420506-25-000063 filed by Sanchez Wealth Management Group
    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 266,994 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $9,334,103.

    13F-HR 0001420506-24-002211 filed by Sanchez Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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