Number of Shares
13,971
Previous 12,547 11.35%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2025

BUY
N/A
1,424 Added 11.35%
13,971 $0
Q2 2025

Jul 17, 2025

SELL
N/A
-696 Reduced 5.26%
12,547 $0
Q1 2025

May 07, 2025

BUY
N/A
368 Added 2.86%
13,243 $0
Q4 2024

Jan 15, 2025

SELL
N/A
-784 Reduced 5.74%
12,875 $0
Q3 2024

Oct 15, 2024

BUY
N/A
13,659 New
13,659 $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.