HB Wealth Management, LLC
Position in BAFE — Brown Advisory Flexible Equity ETF
CIK 1911253
Atlanta, GA
Position in BAFE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,332,101
-$179,803 QoQ
Shares Held
131,688
+2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAFE Over Time
Shares Held
Position Value (USD)
All Filings in BAFE
Export CSV
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. | ||||||