HB Wealth Management, LLC
Holdings in TFSL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $298,387 | 22,301 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $237,885 | 18,049 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $227,376 | 17,558 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $124,085 | 10,015 | Shares | Sole | 2025-05-07 |
| 2023-09-30 | $203,942 | 17,254 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $218,441 | 17,378 | Shares | Sole | 2023-07-13 |