HB Wealth Management, LLC
Holdings in BWIN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,772,164 | 73,748 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $2,616,392 | 92,747 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $3,600,920 | 84,114 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $3,760,886 | 84,155 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $2,467,732 | 63,667 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $3,170,616 | 63,667 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $2,258,268 | 63,667 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $1,842,522 | 63,667 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $1,068,001 | 44,463 | Shares | Sole | 2024-01-16 |
| 2023-09-30 | $1,032,643 | 44,453 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $1,101,545 | 44,453 | Shares | Sole | 2023-07-13 |
| 2023-03-31 | $1,131,136 | 44,428 | Shares | Sole | 2023-04-13 |
| 2022-12-31 | $634,634 | 25,244 | Shares | Sole | 2023-01-20 |
| 2022-09-30 | $664,652 | 25,224 | Shares | Sole | 2022-10-19 |
| 2022-06-30 | $609,159 | 25,224 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $542,609 | 20,224 | Shares | Sole | 2022-05-16 |