Position in HTB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$457,491
New position
Shares Held
9,170
first reported quarter
Ownership
0.055%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#11
of 31 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Able Wealth Management LLC holds $1,124,603 across 3 Banks - Regional names. HTB ranks #1 (40.7% of the industry book) .
All Filings in HTB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,491 | 9,170 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||