HB Wealth Management, LLC
Holdings in ROOT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,535,754 | 21,262 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $1,902,893 | 21,259 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $2,720,258 | 21,257 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $2,836,800 | 21,259 | Shares | Sole | 2025-05-07 |