HB Wealth Management, LLC
Holdings in YEXT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $365,198 | 45,310 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $386,075 | 45,314 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $383,724 | 45,144 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $154,942 | 25,153 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $159,445 | 25,070 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $173,484 | 25,070 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $160,874 | 30,070 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $181,322 | 30,070 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $177,112 | 30,070 | Shares | Sole | 2024-01-16 |
| 2023-09-30 | $158,693 | 25,070 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $283,541 | 25,070 | Shares | Sole | 2023-07-13 |
| 2023-03-31 | $192,872 | 20,070 | Shares | Sole | 2023-04-13 |
| 2022-12-31 | $131,057 | 20,070 | Shares | Sole | 2023-01-20 |