HB Wealth Management, LLC
Holdings in MRCC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $73,369 | 11,518 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $78,638 | 11,202 | Shares | Sole | 2025-10-23 |
| 2025-03-31 | $455,629 | 58,414 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $481,100 | 56,600 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $443,996 | 54,950 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $405,788 | 53,323 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $359,762 | 49,967 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $341,126 | 48,284 | Shares | Sole | 2024-01-16 |
| 2023-09-30 | $405,443 | 54,422 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $431,993 | 52,811 | Shares | Sole | 2023-07-13 |
| 2023-03-31 | $391,580 | 51,187 | Shares | Sole | 2023-04-13 |
| 2022-12-31 | $433,345 | 50,743 | Shares | Sole | 2023-01-20 |