Position in HBT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$306,912
+$50,561 QoQ
Shares Held
9,594
0.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#63
of 127 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HBT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Meredith Wealth Planning holds $306,912 across 1 Banks - Regional name. HBT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBT |
HBT Financial, Inc.
This page
|
9,594 | $306,912 |
All Filings in HBT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,912 | 9,594 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $256,351 | 9,594 | Shares | Sole | 2026-04-27 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||