HB Wealth Management, LLC
Holdings in BEP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,024,185 | 37,975 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $979,375 | 37,975 | Shares | Sole | 2025-10-23 |
| 2025-03-31 | $841,526 | 37,975 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $865,450 | 37,975 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $1,070,135 | 37,975 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $940,640 | 37,975 | Shares | Sole | 2024-07-26 |