Meredith Wealth Planning
- SEC CIK
- 0001956471
- Latest filing
- Jul 24, 2026
HBT holding history
HBT Financial, Inc. in every 13F filed by Meredith Wealth Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HBT overviewAll 13F holders of HBTFull Q2 2026 holdings
- Shares (Q2 2026)
- 9,594
- Value
- $306.9K
- % of portfolio
- 0.1%
- Quarters held
- 9
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,594 | $306.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 9,594 | $256.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 9,594 | $248.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 9,594 | $241.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 9,594 | $241.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 9,594 | $215.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 9,594 | $210.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 9,594 | $209.9K | 0.1% | +9,594 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −9,594−100.0% | Sold out | Holders |
| Q4 2023 | 9,594 | $202.5K | 0.1% | +9,594 | New | Holders |