HB Wealth Management, LLC
- SEC CIK
- 0001911253
- Latest filing
- Jul 29, 2026
KIM holding history
Kimco Realty 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.
KIM overviewAll 13F holders of KIMFull Q2 2026 holdings
- Shares (Q2 2026)
- 18,980
- Value
- $481.2K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 18,980 | $481.2K | <0.1% | −52−0.3% | Reduced | Holders |
| Q1 2026 | 19,032 | $427.7K | <0.1% | +5,063+36.2% | Added | Holders |
| Q4 2025 | 13,969 | $283.2K | <0.1% | +2,166+18.4% | Added | Holders |
| Q3 2025 | 11,803 | $257.9K | <0.1% | +11,803 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −10,434−100.0% | Sold out | Holders |
| Q1 2025 | 10,434 | $221.6K | <0.1% | +1,246+13.6% | Added | Holders |
| Q4 2024 | 9,188 | $215.3K | <0.1% | +9,188 | New | Holders |