Position in HBM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$700,212
+$79,007 QoQ
Shares Held
33,503
+7.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HBM Over Time
Shares Held
Position Value (USD)
Position in Copper
Basic Materials · as of Mar 31, 2026Creative Planning holds $47,944,726 across 5 Copper names. HBM ranks #4 (1.5% of the industry book) .
All Filings in HBM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $700,212 | 33,503 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $621,205 | 31,295 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $442,565 | 29,193 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $265,960 | 25,067 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $180,475 | 23,778 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $304,397 | 37,580 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $267,814 | 29,142 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $192,412 | 21,261 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $207,011 | 29,573 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $141,499 | 25,634 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $145,417 | 29,860 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $141,916 | 29,566 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $112,812 | 21,488 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $94,520 | 18,643 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $74,687 | 18,533 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $66,948 | 16,409 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $78,500 | 10,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $72,500 | 10,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $62,300 | 10,000 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $66,600 | 10,000 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $68,700 | 10,000 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $70,000 | 10,000 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $42,300 | 10,000 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $30,300 | 10,000 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $20,197 | 10,630 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||