HB Wealth Management, LLC
Holdings in PDT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $149,313 | 11,757 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $156,838 | 11,757 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $154,839 | 11,757 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $153,781 | 11,757 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $151,580 | 11,898 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $157,291 | 11,898 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $140,158 | 11,898 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $148,747 | 12,768 | Shares | Sole | 2024-04-30 |
| 2023-09-30 | $138,845 | 14,433 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $170,020 | 14,433 | Shares | Sole | 2023-07-13 |
| 2023-03-31 | $178,824 | 14,433 | Shares | Sole | 2023-04-13 |
| 2022-12-31 | $186,763 | 14,433 | Shares | Sole | 2023-01-20 |
| 2022-09-30 | $195,422 | 14,433 | Shares | Sole | 2022-10-19 |
| 2022-06-30 | $202,350 | 14,433 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $236,845 | 14,433 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $241,175 | 14,433 | Shares | Sole | 2022-02-15 |