HB Wealth Management, LLC
Holdings in FDUS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $262,460 | 13,599 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $275,515 | 13,599 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $274,699 | 13,599 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $277,283 | 13,599 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $285,850 | 13,599 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $266,540 | 13,599 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $264,908 | 13,599 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $268,444 | 13,599 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $267,764 | 13,599 | Shares | Sole | 2024-01-16 |
| 2023-09-30 | $261,100 | 13,599 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $266,540 | 13,599 | Shares | Sole | 2023-07-13 |
| 2023-03-31 | $368,031 | 19,299 | Shares | Sole | 2023-04-13 |
| 2022-12-31 | $579,691 | 30,462 | Shares | Sole | 2023-01-20 |