HB Wealth Management, LLC
Holdings in WF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $365,673 | 6,220 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $300,290 | 5,348 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $284,903 | 5,729 | Shares | Sole | 2025-07-17 |