Skip to main content

HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

TDS holding history

Telephone & Data Systems 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.

TDS overviewAll 13F holders of TDSFull Q2 2026 holdings

Shares (Q2 2026)
6,050
Value
$223.9K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of TDS by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,050$223.9K<0.1%+168+2.9%AddedHolders
Q1 20265,882$247.6K<0.1%−10.0%ReducedHolders
Q4 20255,883$241.2K<0.1%+194+3.4%AddedHolders
Q3 20255,689$223.2K<0.1%+5,689NewHolders
Q2 20250$00.0%−5,579−100.0%Sold outHolders
Q1 20255,579$216.1K<0.1%+5,579NewHolders