HB Wealth Management, LLC

SEC CIK: 0001911253
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

PEGA holding history

Pegasystems 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.

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

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2025

Holdings of PEGA by HB Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−6,026−100.0%	Sold out	Holders
Q1 2026	6,026	$256.5K	<0.1%	+6,026	New	Holders
Q4 2025	0	$0	0.0%	−3,549−100.0%	Sold out	Holders
Q3 2025	3,549	$204.1K	<0.1%	+3,549	New	Holders