HB Wealth Management, LLC

Position in SAIA — Saia Inc

CIK 1911253 Atlanta, GA

Position in SAIA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$553,404

+$228,822 QoQ

Shares Held

1,314

+42.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#305

of 510 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

HB Wealth Management, LLC holds $4,791,956 across 5 Trucking names. SAIA ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODFL	Old Dominion Freight Line, Inc.	12,630	$2,735,658
2	XPO	XPO, Inc.	3,044	$624,902
3	KNX	Knight-Swift Transportation Holdings Inc.	7,734	$602,246
4	SAIA	Saia Inc This page	1,314	$553,404
5	WERN	Werner Enterprises Inc	6,323	$275,746

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$553,404	1,314	+42.2%	Shares	Sole	2026-07-29
2026-03-31	$324,582	924	+43.3%	Shares	Sole	2026-04-27
2025-12-31	$210,605	645	-2.9%	Shares	Sole	2026-01-28
2025-03-31	$232,021	664	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.