HB Wealth Management, LLC

Position in AFRM — Affirm Holdings, Inc.

CIK 1911253 Atlanta, GA

Position in AFRM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$589,361

+$310,272 QoQ

Shares Held

7,227

+18.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#377

of 654 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HB Wealth Management, LLC holds $145,845,439 across 16 Credit Services names. AFRM ranks #10 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	197,131	$67,633,674
2	MA	Mastercard Inc	53,388	$27,420,076
3	AXP	American Express Co	68,800	$23,271,600
4	ATLCP	Atlanticus Holdings Corp	118,939	$12,161,512
5	COF	Capital One Financial Corp	45,851	$9,198,627
6	SYF	Synchrony Financial	18,879	$1,435,747
7	PYPL	PayPal Holdings, Inc.	20,582	$888,730
8	ALLY	Ally Financial Inc.	13,387	$615,132

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$589,361	7,227	+18.7%	Shares	Sole	2026-07-29
2026-03-31	$279,089	6,091	-50.7%	Shares	Sole	2026-04-27
2025-12-31	$920,475	12,367	-0.9%	Shares	Sole	2026-01-28
2025-09-30	$911,599	12,474	+97.5%	Shares	Sole	2025-10-23
2025-06-30	$436,619	6,315	-44.9%	Shares	Sole	2025-07-17
2025-03-31	$518,374	11,471	+2.2%	Shares	Sole	2025-05-07
2024-12-31	$683,237	11,219	+0.9%	Shares	Sole	2025-01-15
2024-09-30	$453,959	11,121	+15.8%	Shares	Sole	2024-10-15
2024-06-30	$290,136	9,604	-3.0%	Shares	Sole	2024-07-26
2024-03-31	$369,097	9,906	+39.3%	Shares	Sole	2024-04-30
2023-12-31	$349,483	7,112	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.