HB Wealth Management, LLC

SEC CIK: 0001911253
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

TRI holding history

Thomson Reuters 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of TRI by HB Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−1,574−100.0%	Sold out	Holders
Q3 2025	1,574	$244.5K	<0.1%	−24−1.5%	Reduced	Holders
Q2 2025	1,598	$321.6K	<0.1%	+159+11.0%	Added	Holders
Q1 2025	1,439	$248.6K	<0.1%	+1,439	New	Holders