HB Wealth Management, LLC

Position in IT — Gartner Inc

CIK 1911253 Atlanta, GA

Position in IT

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$1,069,270

+$527,625 QoQ

Shares Held

6,753

+214.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

HB Wealth Management, LLC holds $56,835,199 across 18 Information Technology Services names. IT ranks #6 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	117,501	$23,299,273
2	IBM	International Business Machines Corp	94,006	$22,786,114
3	FIS	Fidelity National Information Services, Inc.	38,107	$1,787,599
4	SAIC	Science Applications International Corp	18,755	$1,780,224
5	LDOS	Leidos Holdings, Inc.	8,770	$1,363,910
6	IT	Gartner Inc This page	6,753	$1,069,270
7	BR	Broadridge Financial Solutions, Inc.	5,938	$964,806
8	CDW	CDW Corp	6,451	$780,700

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,069,270	6,753	+214.5%	Shares	Sole	2026-04-27
2025-12-31	$541,645	2,147	+83.7%	Shares	Sole	2026-01-28
2025-09-30	$307,295	1,169	-27.3%	Shares	Sole	2025-10-23
2025-06-30	$649,985	1,608	-6.6%	Shares	Sole	2025-07-17
2025-03-31	$722,792	1,722	+17.5%	Shares	Sole	2025-05-07
2024-12-31	$710,233	1,466	+0.1%	Shares	Sole	2025-01-15
2024-09-30	$742,403	1,465	+21.1%	Shares	Sole	2024-10-15
2024-06-30	$543,362	1,210	+3.4%	Shares	Sole	2024-07-26
2024-03-31	$557,703	1,170	+9.0%	Shares	Sole	2024-04-30
2023-12-31	$484,041	1,073	+2.6%	Shares	Sole	2024-01-16
2023-09-30	$359,416	1,046	+29.1%	Shares	Sole	2023-10-13
2023-06-30	$283,751	810	-0.6%	Shares	Sole	2023-07-13
2023-03-31	$265,502	815	-3.6%	Shares	Sole	2023-04-13
2022-12-31	$284,038	845	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.