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HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

SAIA holding history

Saia 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.

SAIA overviewAll 13F holders of SAIAFull Q2 2026 holdings

Shares (Q2 2026)
1,314
Value
$553.8K
% of portfolio
<0.1%
Quarters held
4
Since Q1 2025
Holdings of SAIA by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,314$553.8K<0.1%+390+42.2%AddedHolders
Q1 2026924$324.7K<0.1%+279+43.3%AddedHolders
Q4 2025645$210.6K<0.1%+645NewHolders
Q2 20250$00.0%−664−100.0%Sold outHolders
Q1 2025664$232.1K<0.1%+664NewHolders