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HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

CW holding history

Curtiss Wright 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.

CW overviewAll 13F holders of CWFull Q2 2026 holdings

Shares (Q2 2026)
1,221
Value
$925.2K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of CW by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,221$925.2K<0.1%+52+4.4%AddedHolders
Q1 20261,169$796.2K<0.1%+373+46.9%AddedHolders
Q4 2025796$438.8K<0.1%+128+19.2%AddedHolders
Q3 2025668$362.7K<0.1%+668NewHolders
Q2 20250$00.0%−955−100.0%Sold outHolders
Q1 2025955$303.0K<0.1%+955NewHolders