HB Wealth Management, LLC

SEC CIK: 0001911253
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

ELS holding history

Equity Lifestyle Properties Inc 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.

ELS overview All 13F holders of ELS Full Q2 2026 holdings

Shares (Q2 2026): 4,216
Value: $271.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of ELS by HB Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,216	$271.8K	<0.1%	+384+10.0%	Added	Holders
Q1 2026	3,832	$239.2K	<0.1%	+3,832	New	Holders
Q2 2025	0	$0	0.0%	−3,230−100.0%	Sold out	Holders
Q1 2025	3,230	$215.4K	<0.1%	+3,230	New	Holders