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HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

WRK holding history

WestRock 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.

WRK overviewAll 13F holders of WRKFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2022
Holdings of WRK by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−19,205−100.0%Sold outHolders
Q2 202419,205$965.2K<0.1%+685+3.7%AddedHolders
Q1 202418,520$915.9K<0.1%+6,316+51.8%AddedHolders
Q4 202312,204$506.7K<0.1%+4,095+50.5%AddedHolders
Q3 20238,109$290.3K<0.1%−534−6.2%ReducedHolders
Q2 20238,643$251.3K<0.1%+1,975+29.6%AddedHolders
Q1 20236,668$203.2K<0.1%+947+16.6%AddedHolders
Q4 20225,721$201.2K<0.1%+5,721NewHolders
Q3 20220$00.0%−10,107−100.0%Sold outHolders
Q2 202210,107$403.0K<0.1%+10,107NewHolders