HB Wealth Management, LLC

Position in EVH — Evolent Health, Inc.

CIK 1911253 Atlanta, GA

Position in EVH

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

Position Value

$194,263

+$117,747 QoQ

Shares Held

35,842

+6.8% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#101

of 198 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

HB Wealth Management, LLC holds $2,800,240 across 5 Health Information Services names. EVH ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	9,340	$1,657,569
2	HTFL	Heartflow, Inc.	17,690	$519,024
3	HQY	Healthequity, Inc.	4,671	$421,884
4	EVH	Evolent Health, Inc. This page	35,842	$194,263
5	BEAT	HeartBeam, Inc.	10,000	$7,500

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$194,263	35,842	+6.8%	Shares	Sole	2026-07-29
2026-03-31	$76,516	33,560	+3.1%	Shares	Sole	2026-04-27
2025-12-31	$130,176	32,544	-12.8%	Shares	Sole	2026-01-28
2025-09-30	$315,828	37,332	-0.5%	Shares	Sole	2025-10-23
2025-03-31	$355,267	37,515	+0.9%	Shares	Sole	2025-05-07
2024-12-31	$418,162	37,170	+0.1%	Shares	Sole	2025-01-15
2024-09-30	$1,050,177	37,135	-22.2%	Shares	Sole	2024-10-15
2024-06-30	$912,788	47,740	+10.7%	Shares	Sole	2024-07-26
2024-03-31	$1,414,527	43,139	0.0%	Shares	Sole	2024-04-30
2023-12-31	$1,424,881	43,139	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.