HB Wealth Management, LLC
- SEC CIK
- 0001911253
- Latest filing
- Jul 29, 2026
BEP holding history
Brookfield Renewable Partners L.P. 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.
BEP overviewAll 13F holders of BEPFull Q2 2026 holdings
- Shares (Q2 2026)
- 37,975
- Value
- $1.32M
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 37,975 | $1.32M | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 37,975 | $1.24M | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 37,975 | $1.02M | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 37,975 | $979.4K | <0.1% | +37,975 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −37,975−100.0% | Sold out | Holders |
| Q1 2025 | 37,975 | $841.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 37,975 | $865.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 37,975 | $1.07M | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 37,975 | $940.6K | <0.1% | +37,975 | New | Holders |