HB Wealth Management, LLC
Position in BAFE — Brown Advisory Flexible Equity ETF
CIK 1911253
Atlanta, GA
All Filings in BAFE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,332,101 | 131,688 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,511,904 | 128,547 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,475,268 | 128,547 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,392,355 | 128,547 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||