HB Wealth Management, LLC
Holdings in CADL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $329,649 | 58,345 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $297,559 | 58,345 | Shares | Sole | 2025-10-23 |
| 2025-03-31 | $532,795 | 94,300 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $757,764 | 87,300 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $392,639 | 56,658 | Shares | Sole | 2024-10-15 |