HB Wealth Management, LLC

SEC CIK: 0001911253
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

WDFC holding history

WD 40 Co 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.

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

Shares (Q2 2026): 1,086
Value: $264.6K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of WDFC by HB Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,086	$264.6K	<0.1%	+46+4.4%	Added	Holders
Q1 2026	1,040	$212.1K	<0.1%	+1,040	New	Holders
Q3 2025	0	$0	0.0%	−915−100.0%	Sold out	Holders
Q2 2025	915	$208.7K	<0.1%	+915	New	Holders