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HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

MPT holding history

Medical Properties Trust 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.

MPT overviewAll 13F holders of MPTFull Q2 2026 holdings

Shares (Q2 2026)
74,998
Value
$346.5K
% of portfolio
<0.1%
Quarters held
12
Since Q4 2021
Holdings of MPT by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202674,998$346.5K<0.1%+4,320+6.1%AddedHolders
Q1 202670,678$327.2K<0.1%+2,680+3.9%AddedHolders
Q4 202567,998$340.0K<0.1%+14,792+27.8%AddedHolders
Q3 202553,206$269.8K<0.1%+13,100+32.7%AddedHolders
Q2 202540,106$172.9K<0.1%+1,449+3.7%AddedHolders
Q1 202538,657$233.1K<0.1%+2,575+7.1%AddedHolders
Q4 202436,082$142.5K<0.1%+1,663+4.8%AddedHolders
Q3 202434,419$201.4K<0.1%+21,133+159.1%AddedHolders
Q2 202413,286$57.3K<0.1%+232+1.8%AddedHolders
Q1 202413,054$61.4K<0.1%+13,054NewHolders
Q2 20220$00.0%−10,841−100.0%Sold outHolders
Q1 202210,841$229.0K<0.1%+222+2.1%AddedHolders
Q4 202110,619$251.0K<0.1%–No prior filingHolders