Position in SGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$959,694
+$65,854 QoQ
Shares Held
12,241
+1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#39
of 125 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SGI Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $3,060,560 across 5 Furnishings, Fixtures & Appliances names. SGI ranks #2 (31.4% of the industry book) .
All Filings in SGI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,694 | 12,241 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $893,840 | 12,092 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,061,092 | 11,885 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $992,564 | 11,770 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $797,001 | 11,712 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $790,116 | 13,195 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $246,034 | 4,340 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||