Skip to main content

HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

MTD holding history

Mettler Toledo International 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.

MTD overviewAll 13F holders of MTDFull Q2 2026 holdings

Shares (Q2 2026)
254
Value
$324.8K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2022
Holdings of MTD by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026254$324.8K<0.1%−16−5.9%ReducedHolders
Q1 2026270$341.0K<0.1%+12+4.7%AddedHolders
Q4 2025258$360.6K<0.1%+37+16.7%AddedHolders
Q3 2025221$271.5K<0.1%+221NewHolders
Q2 20250$00.0%−280−100.0%Sold outHolders
Q1 2025280$331.1K<0.1%+68+32.1%AddedHolders
Q4 2024212$259.4K<0.1%+20+10.4%AddedHolders
Q3 2024192$287.9K<0.1%+18+10.3%AddedHolders
Q2 2024174$243.2K<0.1%+174NewHolders
Q4 20230$00.0%−219−100.0%Sold outHolders
Q3 2023219$242.7K<0.1%+219NewHolders
Q1 20230$00.0%−144−100.0%Sold outHolders
Q4 2022144$208.1K<0.1%+144NewHolders