HB Wealth Management, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1911253
Atlanta, GA
Position in IVES
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$515,794
New position
Shares Held
18,181
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in IVES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $515,794 | 18,181 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||