Number of Shares
103,109
Previous 92,547 11.41%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
N/A
10,562 Added 11.41%
103,109 $0
Q2 2025

Jul 17, 2025

SELL
N/A
-18,409 Reduced 16.59%
92,547 $0
Q1 2025

May 07, 2025

BUY
N/A
86,208 Added 348.34%
110,956 $0
Q4 2024

Jan 15, 2025

BUY
N/A
175 Added 0.71%
24,748 $0
Q3 2024

Oct 15, 2024

BUY
N/A
2,288 Added 10.27%
24,573 $0
Q2 2024

Jul 26, 2024

BUY
N/A
8,037 Added 56.41%
22,285 $0
Q1 2024

Apr 30, 2024

BUY
N/A
88 Added 0.62%
14,248 $0
Q4 2023

Jan 16, 2024

SELL
N/A
-770 Reduced 5.16%
14,160 $0
Q3 2023

Oct 13, 2023

BUY
N/A
3,154 Added 26.78%
14,930 $0
Q2 2023

Jul 13, 2023

BUY
N/A
44 Added 0.38%
11,776 $0
Q1 2023

Apr 13, 2023

BUY
N/A
145 Added 1.25%
11,732 $0
Q4 2022

Jan 20, 2023

BUY
N/A
11,587 New
11,587 $0
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.