HB Wealth Management, LLC
Holdings in REFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $13,100 | 10,000 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $15,900 | 10,000 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $16,400 | 10,000 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $11,300 | 10,000 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $17,100 | 10,000 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $21,900 | 10,000 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $18,400 | 10,000 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $13,000 | 10,000 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $10,100 | 10,000 | Shares | Sole | 2024-01-16 |
| 2023-09-30 | $10,800 | 10,000 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $16,000 | 10,000 | Shares | Sole | 2023-07-13 |
| 2023-03-31 | $17,100 | 10,000 | Shares | Sole | 2023-04-13 |
| 2022-12-31 | $19,100 | 10,000 | Shares | Sole | 2023-01-20 |
| 2022-09-30 | $21,300 | 10,000 | Shares | Sole | 2022-10-19 |
| 2022-06-30 | $17,400 | 10,000 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $19,200 | 10,000 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $17,200 | 10,000 | Shares | Sole | 2022-02-15 |