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HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

SIRI holding history

Sirius XM Holdings 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.

SIRI overviewAll 13F holders of SIRIFull Q2 2026 holdings

Shares (Q2 2026)
11,304
Value
$333.9K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2022
Holdings of SIRI by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,304$333.9K<0.1%+1,035+10.1%AddedHolders
Q1 202610,269$237.0K<0.1%+10,269NewHolders
Q3 20240$00.0%−12,069−100.0%Sold outHolders
Q2 202412,069$34.2K<0.1%−2,618−17.8%ReducedHolders
Q1 202414,687$57.0K<0.1%−4,668−24.1%ReducedHolders
Q4 202319,355$105.9K<0.1%+4,615+31.3%AddedHolders
Q3 202314,740$66.6K<0.1%+3,163+27.3%AddedHolders
Q2 202311,577$52.4K<0.1%+609+5.6%AddedHolders
Q1 202310,968$43.5K<0.1%+10,968NewHolders
Q3 20220$00.0%−10,156−100.0%Sold outHolders
Q2 202210,156$62.0K<0.1%+10,156NewHolders