HB Wealth Management, LLC

SEC CIK: 0001911253
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

LOTZ holding history

CarLotz, 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.

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

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of LOTZ by HB Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−805,056−100.0%	Sold out	Holders
Q3 2022	805,056	$242.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2022	805,056	$317.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2022	805,056	$1.10M	<0.1%	+805,056	New	Holders