Skip to main content

HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

ATLC holding history

Atlanticus Holdings Corp in every 13F filed by HB Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ATLC overviewAll 13F holders of ATLCFull Q2 2026 holdings

Shares (Q2 2026)
118,939
Value
$12.2M
% of portfolio
0.1%
Quarters held
16
Since Q4 2021
Holdings of ATLC by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026118,939$12.2M0.1%+151+0.1%AddedHolders
Q1 2026118,788$6.23M<0.1%+112,407+1,761.6%AddedHolders
Q4 20256,381$427.2K<0.1%+5+0.1%AddedHolders
Q3 20256,376$373.5K<0.1%+6,376NewHolders
Q2 20250$00.0%−6,376−100.0%Sold outHolders
Q1 20256,376$326.1K<0.1%00.0%UnchangedHolders
Q4 20246,376$355.7K<0.1%00.0%UnchangedHolders
Q3 20246,376$223.7K<0.1%−2,000−23.9%ReducedHolders
Q2 20248,376$236.0K<0.1%00.0%UnchangedHolders
Q1 20248,376$247.8K<0.1%00.0%UnchangedHolders
Q4 20238,376$323.9K<0.1%00.0%UnchangedHolders
Q3 20238,376$253.9K<0.1%00.0%UnchangedHolders
Q2 20238,376$351.9K<0.1%00.0%UnchangedHolders
Q1 20238,376$227.2K<0.1%00.0%UnchangedHolders
Q4 20228,376$219.5K<0.1%+8,376NewHolders
Q2 20220$00.0%−4,000−100.0%Sold outHolders
Q1 20224,000$207.0K<0.1%00.0%UnchangedHolders
Q4 20214,000$285.0K<0.1%–No prior filingHolders