Skip to main content

HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

TEAM holding history

Atlassian Corp 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.

TEAM overviewAll 13F holders of TEAMFull Q2 2026 holdings

Shares (Q2 2026)
12,615
Value
$981.3K
% of portfolio
<0.1%
Quarters held
13
Since Q4 2021
Holdings of TEAM by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,615$981.3K<0.1%+6,554+108.1%AddedHolders
Q1 20266,061$413.7K<0.1%+558+10.1%AddedHolders
Q4 20255,503$892.3K<0.1%+3,084+127.5%AddedHolders
Q3 20252,419$386.3K<0.1%−7,928−76.6%ReducedHolders
Q2 202510,347$2.10M<0.1%+2,497+31.8%AddedHolders
Q1 20257,850$1.67M<0.1%+6,348+422.6%AddedHolders
Q4 20241,502$365.6K<0.1%+228+17.9%AddedHolders
Q3 20241,274$202.3K<0.1%+1,274NewHolders
Q2 20240$00.0%−1,085−100.0%Sold outHolders
Q1 20241,085$211.7K<0.1%+119+12.3%AddedHolders
Q4 2023966$229.8K<0.1%+966NewHolders
Q3 20220$00.0%−1,160−100.0%Sold outHolders
Q2 20221,160$217.0K<0.1%+263+29.3%AddedHolders
Q1 2022897$264.0K<0.1%+81+9.9%AddedHolders
Q4 2021816$311.0K<0.1%–No prior filingHolders