HB Wealth Management, LLC
Holdings in KBDC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,119,927 | 217,872 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $2,934,262 | 220,290 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $3,001,199 | 196,671 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $2,797,057 | 172,445 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $1,591,065 | 96,195 | Shares | Sole | 2025-01-15 |