Meredith Wealth Planning
Holdings in HBT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $248,004 | 9,594 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $241,768 | 9,594 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $241,864 | 9,594 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $215,001 | 9,594 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $210,108 | 9,594 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $209,916 | 9,594 | Shares | Sole | 2024-10-18 |
| 2023-12-31 | $202,529 | 9,594 | Shares | Sole | 2024-01-25 |